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CFO Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CFO Capital 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
Q1 		$587K Sell
4,033
-682
-14% -$103K 0.48% 63
2025
Q4 		$677K Buy
+4,715
New +$671K 0.51% 56

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 $1.89T AUM 35.08% 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 $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFO Capital Management's VYM Position: Q1 2026 in Review

CFO Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q1 2026, selling an estimated $103K and leaving 4,033 shares worth $587K. The position accounts for 0.48% of the portfolio, ranked #63.

CFO Capital Management first reported a position in VYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $677K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • CFO Capital Management held 4,033 shares of Vanguard High Dividend Yield ETF worth $587K as of Q1 2026.
  • CFO Capital Management sold 682 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $103K.
  • Vanguard High Dividend Yield ETF made up 0.48% of CFO Capital Management's portfolio in Q1 2026, its #63 holding.
  • CFO Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Vanguard High Dividend Yield ETF position peaked at $677K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.