Cobler Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cobler Capital 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
2025 Q2	$271K	Buy	+950	New	+$120K	0.27%	39

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cobler Capital Management's VYM Position: Q2 2025 in Review

Cobler Capital Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2025: 950 shares worth $271K. The stake represents 0.27% of the portfolio and ranks #39 among its holdings.

1,797 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Cobler Capital Management held 950 shares of Vanguard High Dividend Yield ETF worth $271K as of Q2 2025.
Vanguard High Dividend Yield ETF was a new Cobler Capital Management position in Q2 2025.
Vanguard High Dividend Yield ETF made up 0.27% of Cobler Capital Management's portfolio in Q2 2025, its #39 holding.
1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Cobler Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.