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

Cooper 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
Q2 		$359K Buy
2,269
+369
+19% +$57.7K 0.03% 310
2026
Q1 		$281K Sell
1,900
-97
-5% -$14.6K 0.03% 344
2025
Q4 		$287K Buy
1,997
+97
+5% +$13.8K 0.03% 305
2025
Q3 		$268K Sell
1,900
-17
-0.9% -$2.34K 0.03% 320
2025
Q2 		$255K Buy
1,917
+185
+11% +$23.4K 0.03% 329
2025
Q1 		$223K Sell
1,732
-43
-2% -$5.63K 0.03% 351
2024
Q4 		$226K Sell
1,775
-39
-2% -$5.08K 0.03% 358
2024
Q3 		$233K Sell
1,814
-192
-10% -$23.7K 0.03% 349
2024
Q2 		$238K Buy
2,006
+115
+6% +$13.6K 0.04% 340
2024
Q1 		$229K Sell
1,891
-191
-9% -$21.9K 0.04% 327
2023
Q4 		$232K Buy
+2,082
New +$219K 0.04% 315
2021
Q2 		– Sell
-2,408
Closed -$243K – 268
2021
Q1 		$243K Sell
2,408
-1,350
-36% -$130K 0.05% 209
2020
Q4 		$344K Buy
+3,758
New +$326K 0.07% 199
2020
Q1 		– Sell
-3,196
Closed -$300K – 178
2019
Q4 		$300K Buy
3,196
+114
+4% +$10.3K 0.12% 107
2019
Q3 		$274K Buy
3,082
+46
+2% +$4.03K 0.12% 106
2019
Q2 		$265K Buy
3,036
+71
+2% +$6.14K 0.13% 103
2019
Q1 		$254K Buy
2,965
+15
+0.5% +$1.25K 0.14% 92
2018
Q4 		$230K Buy
+2,950
New +$246K 0.16% 90

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooper Financial Group's VYM Position: Q2 2026 in Review

Cooper Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q2 2026, buying an estimated $57.7K and bringing the position to 2,269 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #310.

Cooper Financial Group first reported a position in VYM in Q4 2018 and has held it in 18 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cooper Financial Group held 2,269 shares of Vanguard High Dividend Yield ETF worth $359K as of Q2 2026.
  • Cooper Financial Group bought 369 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $57.7K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #310 holding.
  • Cooper Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 18 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.