Continuum Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Continuum Advisory’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	$1.06M	Buy	7,156 +14	+0.2%	+$2.1K	0.1%	187
2025 Q4	$1.03M	Buy	7,142 +4	+0.1%	+$569	0.1%	184
2025 Q3	$1.01M	Sell	7,138 -15	-0.2%	-$2.06K	0.11%	176
2025 Q2	$954K	Buy	7,153 +6	+0.1%	+$760	0.11%	172
2025 Q1	$922K	Buy	7,147 +162	+2%	+$21.2K	0.12%	160
2024 Q4	$891K	Buy	6,985 +169	+2%	+$22K	0.11%	168
2024 Q3	$894K	Buy	6,816 +23	+0.3%	+$2.84K	0.11%	166
2024 Q2	$806K	Buy	6,793 +5	+0.1%	+$593	0.12%	176
2024 Q1	$811K	Buy	6,788 +155	+2%	+$17.8K	0.12%	175
2023 Q4	$740K	Buy	6,633 +610	+10%	+$64.1K	0.11%	218
2023 Q3	$622K	Buy	6,023 +2	+0%	+$215	0.1%	241
2023 Q2	$639K	Buy	6,021 +52	+0.9%	+$5.45K	0.1%	241
2023 Q1	$630K	Buy	5,969 +623	+12%	+$67K	0.11%	226
2022 Q4	$578K	Buy	5,346 +20	+0.4%	+$2.13K	0.1%	232
2022 Q3	$505K	Buy	5,326 +2	+0%	+$208	0.09%	233
2022 Q2	$541K	Buy	5,324 +1	+0%	+$108	0.1%	241
2022 Q1	$572K	Buy	5,323 +10	+0.2%	+$1.11K	0.11%	221
2021 Q4	$596K	Buy	5,313 +508	+11%	+$55.3K	0.13%	162
2021 Q3	$497K	Buy	4,805 +41	+0.9%	+$4.33K	0.13%	163
2021 Q2	$499K	Buy	+4,764	New	+$500K	0.16%	147

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

Continuum Advisory's VYM Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.2% in Q1 2026, buying an estimated $2.1K and bringing the position to 7,156 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #187.

Continuum Advisory first reported a position in VYM in Q2 2021 and has held it in 20 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Continuum Advisory held 7,156 shares of Vanguard High Dividend Yield ETF worth $1.06M as of Q1 2026.
Continuum Advisory bought 14 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.1K.
Vanguard High Dividend Yield ETF made up 0.1% of Continuum Advisory's portfolio in Q1 2026, its #187 holding.
Continuum Advisory first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 20 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.