Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cetera Investment Advisers’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
Q1 		$400M Buy
2,699,936
+54,785
+2% +$8.24M 0.43% 37
2025
Q4 		$380M Buy
2,645,151
+157,063
+6% +$22.3M 0.41% 37
2025
Q3 		$351M Buy
2,488,088
+678,326
+37% +$93.2M 0.41% 38
2025
Q2 		$241M Buy
1,809,762
+187,017
+12% +$23.7M 0.41% 40
2025
Q1 		$209M Buy
1,622,745
+76,137
+5% +$9.97M 0.41% 38
2024
Q4 		$197M Sell
1,546,608
-39,922
-3% -$5.21M 0.41% 40
2024
Q3 		$203M Buy
1,586,530
+3,187
+0.2% +$393K 0.44% 31
2024
Q2 		$188M Sell
1,583,343
-5,559
-0.3% -$659K 0.43% 34
2024
Q1 		$192M Buy
1,588,902
+1,355,103
+580% +$155M 0.45% 32
2023
Q4 		$26.1M Sell
233,799
-41,891
-15% -$4.4M 0.21% 84
2023
Q3 		$28.5M Sell
275,690
-12,494
-4% -$1.34M 0.25% 76
2023
Q2 		$30.6M Buy
288,184
+479
+0.2% +$50.2K 0.26% 69
2023
Q1 		$30.4M Sell
287,705
-1,863
-0.6% -$200K 0.27% 68
2022
Q4 		$31.3M Buy
289,568
+111,754
+63% +$11.9M 0.29% 66
2022
Q3 		$16.9M Buy
177,814
+34,298
+24% +$3.57M 0.34% 55
2022
Q2 		$14.6M Sell
143,516
-2,118
-1% -$230K 0.23% 92
2022
Q1 		$16.3M Buy
145,634
+6,018
+4% +$671K 0.23% 86
2021
Q4 		$15.7M Buy
139,616
+1,222
+0.9% +$133K 0.22% 93
2021
Q3 		$14.3M Buy
138,394
+2,073
+2% +$219K 0.23% 94
2021
Q2 		$14.3M Buy
136,321
+2,932
+2% +$308K 0.23% 96
2021
Q1 		$13.5M Buy
133,389
+795
+0.6% +$76.7K 0.27% 80
2020
Q4 		$12.1M Buy
132,594
+74,777
+129% +$6.5M 0.24% 90
2020
Q3 		$4.68M Buy
57,817
+18,300
+46% +$1.5M 0.38% 64
2020
Q2 		$3.11M Buy
39,517
+6,431
+19% +$500K 0.29% 91
2020
Q1 		$2.34M Buy
33,086
+13,737
+71% +$1.18M 0.29% 94
2019
Q4 		$1.81M Buy
19,349
+1,833
+10% +$166K 0.18% 139
2019
Q3 		$1.56M Buy
17,516
+599
+4% +$52.4K 0.19% 132
2019
Q2 		$1.48M Buy
16,917
+1,074
+7% +$92.9K 0.19% 131
2019
Q1 		$1.35M Buy
15,843
+775
+5% +$64.7K 0.19% 129
2018
Q4 		$1.18M Buy
15,068
+213
+1% +$17.8K 0.19% 131
2018
Q3 		$1.29M Buy
14,855
+1,266
+9% +$110K 0.19% 134
2018
Q2 		$1.13M Buy
13,589
+265
+2% +$22.2K 0.2% 132
2018
Q1 		$1.1M Buy
13,324
+1,091
+9% +$93.8K 0.21% 133
2017
Q4 		$1.05M Buy
12,233
+869
+8% +$72.7K 0.19% 138
2017
Q3 		$919K Buy
11,364
+1,507
+15% +$120K 0.2% 135
2017
Q2 		$774K Buy
9,857
+470
+5% +$36.6K 0.19% 144
2017
Q1 		$733K Buy
9,387
+135
+1% +$10.4K 0.2% 130
2016
Q4 		$700K Buy
9,252
+902
+11% +$66.2K 0.23% 114
2016
Q3 		$602K Sell
8,350
-951
-10% -$69.1K 0.26% 106
2016
Q2 		$663K Buy
9,301
+13
+0.1% +$909 0.26% 119
2016
Q1 		$643K Buy
9,288
+2,642
+40% +$173K 0.28% 108
2015
Q4 		$446K Buy
+6,646
New +$446K 0.2% 137

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers's VYM Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.1% in Q1 2026, buying an estimated $8.24M and bringing the position to 2,699,936 shares worth $400M. The position accounts for 0.43% of the portfolio, ranked #37.

Cetera Investment Advisers first reported a position in VYM in Q4 2015 and has held it in 42 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Cetera Investment Advisers held 2,699,936 shares of Vanguard High Dividend Yield ETF worth $400M as of Q1 2026.
  • Cetera Investment Advisers bought 54,785 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $8.24M.
  • Vanguard High Dividend Yield ETF made up 0.43% of Cetera Investment Advisers's portfolio in Q1 2026, its #37 holding.
  • Cetera Investment Advisers first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.