CWM
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Centurion Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Centurion Wealth Management’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.35M Sell
14,889
-148
-1% -$23.1K 0.56% 44
2026
Q1 		$2.23M Buy
15,037
+165
+1% +$24.8K 0.5% 50
2025
Q4 		$2.13M Buy
14,872
+153
+1% +$21.8K 0.47% 54
2025
Q3 		$2.07M Buy
14,719
+9,805
+200% +$1.35M 0.47% 54
2025
Q2 		$655K Buy
4,914
+289
+6% +$36.6K 0.19% 94
2025
Q1 		$590K Hold
4,625
– – 0.18% 92
2024
Q4 		$590K Sell
4,625
-81
-2% -$10.6K 0.18% 92
2024
Q3 		$603K Buy
+4,706
New +$581K 0.19% 85
2024
Q1 		$690K Buy
5,705
+500
+10% +$57.3K 0.27% 68
2023
Q4 		$581K Sell
5,205
-116
-2% -$12.2K 0.25% 65
2023
Q3 		$550K Sell
5,321
-52
-1% -$5.58K 0.27% 64
2023
Q2 		$570K Sell
5,373
-844
-14% -$88.5K 0.27% 64
2023
Q1 		$656K Buy
6,217
+685
+12% +$73.7K 0.33% 57
2022
Q4 		$599K Buy
+5,532
New +$589K 0.34% 63

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Centurion Wealth Management's VYM Position: Q2 2026 in Review

Centurion Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.98% in Q2 2026, selling an estimated $23.1K and leaving 14,889 shares worth $2.35M. The position accounts for 0.56% of the portfolio, ranked #44.

Centurion Wealth Management first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. 456 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Centurion Wealth Management held 14,889 shares of Vanguard High Dividend Yield ETF worth $2.35M as of Q2 2026.
  • Centurion Wealth Management sold 148 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $23.1K.
  • Vanguard High Dividend Yield ETF made up 0.56% of Centurion Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Centurion Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
  • 456 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.