Certuity’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Certuity’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	$85K	Sell	538 -15	-3%	-$2.34K	﹤0.01%	662
2026 Q1	$81.9K	Sell	553 -911	-62%	-$137K	0.01%	642
2025 Q4	$210K	Buy	+1,464	New	+$208K	0.01%	536
2021 Q4	–	Sell	-3,113	Closed	-$322K	–	407
2021 Q3	$322K	Buy	3,113 +1,034	+50%	+$109K	0.06%	262
2021 Q2	$218K	Buy	+2,079	New	+$218K	0.05%	302

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Certuity's VYM Position: Q2 2026 in Review

Certuity reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.7% in Q2 2026, selling an estimated $2.34K and leaving 538 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Certuity first reported a position in VYM in Q2 2021 and has held it in 5 quarters since. The position peaked at $322K in Q3 2021. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Certuity held 538 shares of Vanguard High Dividend Yield ETF worth $85K as of Q2 2026.
Certuity sold 15 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.34K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Certuity's portfolio in Q2 2026, its #662 holding.
Certuity first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 5 quarters since.
Certuity's Vanguard High Dividend Yield ETF position peaked at $322K in Q3 2021.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.