CGC Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CGC Financial 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	$217K	Buy	1,376 +867	+170%	+$136K	0.05%	66
2026 Q1	$75.4K	Hold	509	–	–	0.02%	102
2025 Q4	$73.1K	Hold	509	–	–	0.02%	114
2025 Q3	$71.7K	Hold	509	–	–	0.02%	107
2025 Q2	$67.9K	Hold	509	–	–	0.02%	108
2025 Q1	$65.6K	Hold	509	–	–	0.03%	98
2024 Q4	$64.9K	Hold	509	–	–	0.03%	98
2024 Q3	$65.3K	Hold	509	–	–	0.03%	95
2024 Q2	$60.4K	Buy	509 +348	+216%	+$41.3K	0.03%	92
2024 Q1	$19.5K	Hold	161	–	–	0.01%	164
2023 Q4	$18K	Hold	161	–	–	0.01%	179
2023 Q3	$16.6K	Hold	161	–	–	0.01%	144
2023 Q2	$17.1K	Buy	+161	New	+$16.9K	0.01%	151

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

CGC Financial Services's VYM Position: Q2 2026 in Review

CGC Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 170% in Q2 2026, buying an estimated $136K and bringing the position to 1,376 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #66.

CGC Financial Services first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

CGC Financial Services held 1,376 shares of Vanguard High Dividend Yield ETF worth $217K as of Q2 2026.
CGC Financial Services bought 867 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $136K.
Vanguard High Dividend Yield ETF made up 0.05% of CGC Financial Services's portfolio in Q2 2026, its #66 holding.
CGC Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.