Columbia River Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Columbia River Financial 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 Q1	$1.1M	Sell	7,432 -56	-0.7%	-$8.42K	0.64%	27
2025 Q4	$1.07M	Sell	7,488 -115	-2%	-$16.4K	0.66%	27
2025 Q3	$1.07M	Buy	7,603 +45	+0.6%	+$6.18K	0.66%	27
2025 Q2	$1.02M	Buy	7,558 +124	+2%	+$15.7K	0.66%	28
2025 Q1	$958K	Sell	7,434 -276	-4%	-$36.1K	0.64%	29
2024 Q4	$983K	Buy	+7,710	New	+$1.01M	0.68%	28

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Columbia River Financial Group's VYM Position: Q1 2026 in Review

Columbia River Financial Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.75% in Q1 2026, selling an estimated $8.42K and leaving 7,432 shares worth $1.1M. The position accounts for 0.64% of the portfolio, ranked #27.

Columbia River Financial Group first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Columbia River Financial Group held 7,432 shares of Vanguard High Dividend Yield ETF worth $1.1M as of Q1 2026.
Columbia River Financial Group sold 56 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $8.42K.
Vanguard High Dividend Yield ETF made up 0.64% of Columbia River Financial Group's portfolio in Q1 2026, its #27 holding.
Columbia River Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.