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Cherry Tree Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cherry Tree Wealth 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 		$13.5M Sell
91,306
-750
-0.8% -$113K 2.86% 7
2025
Q4 		$13.2M Buy
92,056
+247
+0.3% +$35.1K 2.79% 7
2025
Q3 		$12.9M Sell
91,809
-953
-1% -$131K 2.84% 7
2025
Q2 		$12.4M Sell
92,762
-998
-1% -$126K 2.87% 8
2025
Q1 		$12.1M Sell
93,760
-408
-0.4% -$53.4K 2.92% 8
2024
Q4 		$12M Sell
94,168
-1,434
-1% -$187K 2.97% 7
2024
Q3 		$12.3M Sell
95,602
-2,978
-3% -$368K 2.91% 7
2024
Q2 		$11.7M Sell
98,580
-1,666
-2% -$198K 2.94% 7
2024
Q1 		$12.1M Buy
100,246
+3,542
+4% +$406K 3.05% 6
2023
Q4 		$10.8M Sell
96,704
-5,255
-5% -$552K 2.88% 8
2023
Q3 		$10.5M Buy
101,959
+1,649
+2% +$177K 3.09% 7
2023
Q2 		$10.6M Buy
+100,310
New +$10.5M 3.1% 9

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 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 $617B AUM 30.33% 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 $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cherry Tree Wealth Management's VYM Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.81% in Q1 2026, selling an estimated $113K and leaving 91,306 shares worth $13.5M. The position accounts for 2.86% of the portfolio, ranked #7.

Cherry Tree Wealth Management first reported a position in VYM in Q2 2023 and has held it in 12 quarters since. 2,015 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Cherry Tree Wealth Management held 91,306 shares of Vanguard High Dividend Yield ETF worth $13.5M as of Q1 2026.
  • Cherry Tree Wealth Management sold 750 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $113K.
  • Vanguard High Dividend Yield ETF made up 2.86% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.