Cheviot Value Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cheviot Value 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	$394K	Hold	2,662	–	–	0.04%	97
2025 Q4	$396K	Hold	2,662	–	–	0.04%	101
2025 Q3	$378K	Hold	2,662	–	–	0.04%	105
2025 Q2	$360K	Sell	2,662 -50	-2%	-$6.33K	0.04%	93
2025 Q1	$340K	Buy	2,712 +50	+2%	+$6.54K	0.04%	88
2024 Q4	$340K	Buy	+2,662	New	+$347K	0.06%	58

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cheviot Value Management's VYM Position: Q1 2026 in Review

Cheviot Value Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 2,662 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #97.

Cheviot Value Management first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $396K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Cheviot Value Management held 2,662 shares of Vanguard High Dividend Yield ETF worth $394K as of Q1 2026.
Cheviot Value Management left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Cheviot Value Management's portfolio in Q1 2026, its #97 holding.
Cheviot Value Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
Cheviot Value Management's Vanguard High Dividend Yield ETF position peaked at $396K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.