CFS Investment Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CFS Investment Advisory Services’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	$461K	Hold	2,892	–	–	0.03%	263
2026 Q1	$449K	Sell	2,892 -215	-7%	-$32.3K	0.03%	260
2025 Q4	$446K	Sell	3,107 -1,342	-30%	-$191K	0.03%	247
2025 Q3	$630K	Buy	4,449 +8	+0.2%	+$1.1K	0.05%	213
2025 Q2	$592K	Buy	4,441 +8	+0.2%	+$1.01K	0.05%	215
2025 Q1	$572K	Buy	4,433 +1,266	+40%	+$166K	0.05%	209
2024 Q4	$404K	Hold	3,167	–	–	0.04%	228
2024 Q3	$406K	Hold	3,167	–	–	0.03%	220
2024 Q2	$376K	Buy	+3,167	New	+$376K	0.03%	201
2023 Q3	–	Sell	-3,882	Closed	-$412K	–	256
2023 Q2	$412K	Buy	+3,882	New	+$407K	0.05%	182
2022 Q3	–	Sell	-3,210	Closed	-$326K	–	218
2022 Q2	$326K	Buy	+3,210	New	+$348K	0.05%	184
2021 Q4	$358K	Buy	+3,210	New	+$349K	0.05%	185
2021 Q3	–	Sell	-71,501	Closed	-$7.49M	–	215
2021 Q2	$7.49M	Buy	+71,501	New	+$7.51M	6.83%	6

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

CFS Investment Advisory Services's VYM Position: Q2 2026 in Review

CFS Investment Advisory Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,892 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #263.

CFS Investment Advisory Services first reported a position in VYM in Q2 2021 and has held it in 13 quarters since. The position peaked at $7.49M in Q2 2021. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

CFS Investment Advisory Services held 2,892 shares of Vanguard High Dividend Yield ETF worth $461K as of Q2 2026.
CFS Investment Advisory Services left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #263 holding.
CFS Investment Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 13 quarters since.
CFS Investment Advisory Services's Vanguard High Dividend Yield ETF position peaked at $7.49M in Q2 2021.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.