CPIG
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Chicago Partners Investment Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Chicago Partners Investment Group’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 		$4.74M Buy
29,410
+1,177
+4% +$184K 0.09% 187
2026
Q1 		$4.37M Buy
28,233
+1,852
+7% +$278K 0.1% 186
2025
Q4 		$3.9M Sell
26,381
-1,311
-5% -$186K 0.1% 186
2025
Q3 		$3.93M Sell
27,692
-793
-3% -$109K 0.1% 180
2025
Q2 		$3.89M Buy
28,485
+1,028
+4% +$130K 0.11% 173
2025
Q1 		$3.44M Buy
27,457
+20,044
+270% +$2.62M 0.11% 162
2024
Q4 		$949K Sell
7,413
-490
-6% -$63.9K 0.03% 355
2024
Q3 		$1.03M Sell
7,903
-11
-0.1% -$1.36K 0.04% 323
2024
Q2 		$977K Sell
7,914
-1,187
-13% -$141K 0.04% 323
2024
Q1 		$1.07M Sell
9,101
-1,562
-15% -$179K 0.05% 304
2023
Q4 		$1.19M Sell
10,663
-1,469
-12% -$154K 0.06% 274
2023
Q3 		$1.22M Buy
12,132
+4,016
+49% +$431K 0.07% 258
2023
Q2 		$887K Buy
8,116
+682
+9% +$71.5K 0.05% 305
2023
Q1 		$798K Buy
7,434
+366
+5% +$39.4K 0.05% 298
2022
Q4 		$782K Buy
7,068
+1,387
+24% +$148K 0.05% 298
2022
Q3 		$611K Buy
5,681
+152
+3% +$15.8K 0.04% 301
2022
Q2 		$588K Buy
5,529
+812
+17% +$88K 0.04% 307
2022
Q1 		$503K Sell
4,717
-212
-4% -$23.6K 0.04% 317
2021
Q4 		$545K Buy
4,929
+339
+7% +$36.9K 0.04% 317
2021
Q3 		$507K Buy
4,590
+992
+28% +$105K 0.04% 332
2021
Q2 		$379K Buy
3,598
+604
+20% +$63.4K 0.03% 379
2021
Q1 		$308K Buy
2,994
+335
+13% +$32.3K 0.03% 391
2020
Q4 		$250K Buy
2,659
+88
+3% +$7.64K 0.02% 399
2020
Q3 		$212K Sell
2,571
-2,747
-52% -$225K 0.03% 379
2020
Q2 		$434K Buy
5,318
+392
+8% +$30.5K 0.05% 238
2020
Q1 		$384K Sell
4,926
-295
-6% -$25.3K 0.06% 221
2019
Q4 		$494K Buy
+5,221
New +$473K 0.06% 217

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chicago Partners Investment Group's VYM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q2 2026, buying an estimated $184K and bringing the position to 29,410 shares worth $4.74M. The position accounts for 0.09% of the portfolio, ranked #187.

Chicago Partners Investment Group first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Chicago Partners Investment Group held 29,410 shares of Vanguard High Dividend Yield ETF worth $4.74M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,177 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $184K.
  • Vanguard High Dividend Yield ETF made up 0.09% of Chicago Partners Investment Group's portfolio in Q2 2026, its #187 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.