Constant Guidance Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Constant Guidance Financial’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	$635K	Buy	4,017 +303	+8%	+$47.4K	0.4%	45
2026 Q1	$550K	Buy	+3,714	New	+$558K	0.38%	28
2025 Q4	–	Sell	-2,873	Closed	-$405K	–	56
2025 Q3	$405K	Sell	2,873 -2,196	-43%	-$302K	0.32%	32
2025 Q2	$860K	Buy	5,069 +2,625	+107%	+$333K	0.86%	25
2025 Q1	$315K	Sell	2,444 -9,642	-80%	-$1.26M	0.4%	26
2024 Q4	$1.54M	Buy	12,086 +81	+0.7%	+$10.6K	1.33%	15
2024 Q3	$1.54M	Buy	12,005 +5,284	+79%	+$652K	1.26%	18
2024 Q2	$797K	Sell	6,721 -4,554	-40%	-$540K	0.83%	17
2024 Q1	$1.34M	Sell	11,275 -2,126	-16%	-$244K	1.23%	21
2023 Q4	$1.5M	Buy	+13,401	New	+$1.41M	1.52%	14

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Constant Guidance Financial's VYM Position: Q2 2026 in Review

Constant Guidance Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.2% in Q2 2026, buying an estimated $47.4K and bringing the position to 4,017 shares worth $635K. The position accounts for 0.4% of the portfolio, ranked #45.

Constant Guidance Financial first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.54M in Q4 2024. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Constant Guidance Financial held 4,017 shares of Vanguard High Dividend Yield ETF worth $635K as of Q2 2026.
Constant Guidance Financial bought 303 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $47.4K.
Vanguard High Dividend Yield ETF made up 0.4% of Constant Guidance Financial's portfolio in Q2 2026, its #45 holding.
Constant Guidance Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Constant Guidance Financial's Vanguard High Dividend Yield ETF position peaked at $1.54M in Q4 2024.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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