CM Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CM Wealth Advisors’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	$793K	Hold	5,017	–	–	0.14%	67
2026 Q1	$743K	Hold	5,017	–	–	0.16%	58
2025 Q4	$720K	Buy	5,017 +212	+4%	+$30.2K	0.16%	60
2025 Q3	$677K	Hold	4,805	–	–	0.18%	46
2025 Q2	$641K	Hold	4,805	–	–	0.19%	45
2025 Q1	$620K	Hold	4,805	–	–	0.2%	49
2024 Q4	$613K	Hold	4,805	–	–	0.2%	47
2024 Q3	$616K	Hold	4,805	–	–	0.2%	48
2024 Q2	$570K	Sell	4,805 -675	-12%	-$80K	0.27%	37
2024 Q1	$648K	Buy	5,480 +675	+14%	+$77.3K	0.19%	60
2023 Q4	$536K	Hold	4,805	–	–	0.23%	41
2023 Q3	$502K	Buy	+4,805	New	+$516K	0.19%	43
2023 Q2	–	Sell	-4,805	Closed	-$503K	–	426
2023 Q1	$503K	Hold	4,805	–	–	0.1%	255
2022 Q4	$520K	Hold	4,805	–	–	0.27%	38
2022 Q3	$456M	Hold	4,805	–	–	0.25%	42
2022 Q2	$489K	Buy	+4,805	New	+$521K	0.3%	40

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

CM Wealth Advisors's VYM Position: Q2 2026 in Review

CM Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 5,017 shares worth $793K. The position accounts for 0.14% of the portfolio, ranked #67.

CM Wealth Advisors first reported a position in VYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $456M in Q3 2022. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

CM Wealth Advisors held 5,017 shares of Vanguard High Dividend Yield ETF worth $793K as of Q2 2026.
CM Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.14% of CM Wealth Advisors's portfolio in Q2 2026, its #67 holding.
CM Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $456M in Q3 2022.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.