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 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 $1.37T 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

Constant Guidance Financial's VYM Position: Q1 2026 in Review

Constant Guidance Financial opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 3,714 shares worth $550K. The stake represents 0.38% of the portfolio and ranks #28 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in VYM as recently as Q3 2025.

Constant Guidance Financial first reported a position in VYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.54M in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Constant Guidance Financial held 3,714 shares of Vanguard High Dividend Yield ETF worth $550K as of Q1 2026.
Vanguard High Dividend Yield ETF was a new Constant Guidance Financial position in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.38% of Constant Guidance Financial's portfolio in Q1 2026, its #28 holding.
Constant Guidance Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 9 quarters since.
Constant Guidance Financial's Vanguard High Dividend Yield ETF position peaked at $1.54M in Q4 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.