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 Q2	$14.2M	Sell	89,616 -1,690	-2%	-$264K	2.66%	8
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 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 22.9% 1-Year Est. Return

Cherry Tree Wealth Management's VYM Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.9% in Q2 2026, selling an estimated $264K and leaving 89,616 shares worth $14.2M. The position accounts for 2.66% of the portfolio, ranked #8.

Cherry Tree Wealth Management first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cherry Tree Wealth Management held 89,616 shares of Vanguard High Dividend Yield ETF worth $14.2M as of Q2 2026.
Cherry Tree Wealth Management sold 1,690 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $264K.
Vanguard High Dividend Yield ETF made up 2.66% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #8 holding.
Cherry Tree Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.