Compass Financial Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Compass Financial 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
2026 Q2	$10.2M	Buy	+63,030	New	+$9.85M	1.23%	10

Other funds holding VYM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Compass Financial Management's VYM Position: Q2 2026 in Review

Compass Financial Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 63,030 shares worth $10.2M. The stake represents 1.23% of the portfolio and ranks #10 among its holdings.

1,991 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Compass Financial Management held 63,030 shares of Vanguard High Dividend Yield ETF worth $10.2M as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Compass Financial Management position in Q2 2026.
Vanguard High Dividend Yield ETF made up 1.23% of Compass Financial Management's portfolio in Q2 2026, its #10 holding.
1,991 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.