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Cobblestone Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cobblestone Capital 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
2025
Q3 		$201K Sell
1,428
-155
-10% -$21.3K 0.01% 296
2025
Q2 		$211K Buy
+1,583
New +$201K 0.01% 290
2025
Q1 		– Sell
-1,961
Closed -$250K – 307
2024
Q4 		$250K Buy
1,961
+393
+25% +$51.2K 0.01% 256
2024
Q3 		$201K Buy
+1,568
New +$194K 0.01% 281

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cobblestone Capital Advisors's VYM Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.8% in Q3 2025, selling an estimated $21.3K and leaving 1,428 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #296.

Cobblestone Capital Advisors first reported a position in VYM in Q3 2024 and has held it in 4 quarters since. The position peaked at $250K in Q4 2024. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Cobblestone Capital Advisors held 1,428 shares of Vanguard High Dividend Yield ETF worth $201K as of Q3 2025.
  • Cobblestone Capital Advisors sold 155 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $21.3K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #296 holding.
  • Cobblestone Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 4 quarters since.
  • Cobblestone Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $250K in Q4 2024.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.