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Coastwise Capital Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Coastwise Capital 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 		$1.6M Buy
10,144
+357
+4% +$55.8K 0.93% 24
2026
Q1 		$1.45M Buy
9,787
+89
+0.9% +$13.4K 0.8% 28
2025
Q4 		$1.39M Buy
9,698
+116
+1% +$16.5K 0.7% 31
2025
Q3 		$1.35M Buy
9,582
+1,160
+14% +$159K 0.95% 27
2025
Q2 		$1.12M Sell
8,422
-2
-0% -$253 0.89% 31
2025
Q1 		$1.09M Buy
8,424
+470
+6% +$61.5K 0.91% 34
2024
Q4 		$1.01M Sell
7,954
-40
-0.5% -$5.22K 0.81% 32
2024
Q3 		$1.02M Buy
7,994
+193
+2% +$23.8K 0.84% 31
2024
Q2 		$925K Sell
7,801
-375
-5% -$44.5K 0.88% 30
2024
Q1 		$989K Buy
8,176
+306
+4% +$35.1K 0.92% 32
2023
Q4 		$879K Buy
7,870
+284
+4% +$29.8K 0.9% 32
2023
Q3 		$784K Buy
7,586
+1,079
+17% +$116K 0.9% 36
2023
Q2 		$690K Buy
6,507
+1,800
+38% +$189K 0.78% 37
2023
Q1 		$497K Buy
4,707
+59
+1% +$6.35K 0.57% 55
2022
Q4 		$503K Buy
4,648
+1,738
+60% +$185K 0.6% 49
2022
Q3 		$276K Buy
2,910
+21
+0.7% +$2.18K 0.44% 72
2022
Q2 		$294K Buy
2,889
+21
+0.7% +$2.28K 0.36% 75
2022
Q1 		$322K Buy
+2,868
New +$320K 0.4% 72

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Coastwise Capital Group's VYM Position: Q2 2026 in Review

Coastwise Capital Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.6% in Q2 2026, buying an estimated $55.8K and bringing the position to 10,144 shares worth $1.6M. The position accounts for 0.93% of the portfolio, ranked #24.

Coastwise Capital Group first reported a position in VYM in Q1 2022 and has held it in 18 quarters since. 458 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Coastwise Capital Group held 10,144 shares of Vanguard High Dividend Yield ETF worth $1.6M as of Q2 2026.
  • Coastwise Capital Group bought 357 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $55.8K.
  • Vanguard High Dividend Yield ETF made up 0.93% of Coastwise Capital Group's portfolio in Q2 2026, its #24 holding.
  • Coastwise Capital Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 18 quarters since.
  • 458 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.