Coordinated Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Coordinated Financial Services’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	$2.25M	Sell	15,182 -106	-0.7%	-$15.9K	1.29%	15
2025 Q4	$2.19M	Sell	15,288 -270	-2%	-$38.4K	1.26%	16
2025 Q3	$2.19M	Buy	15,558 +55	+0.4%	+$7.56K	1.41%	13
2025 Q2	$2.07M	Buy	15,503 +60	+0.4%	+$7.6K	1.43%	12
2025 Q1	$1.99M	Sell	15,443 -90	-0.6%	-$11.8K	1.53%	12
2024 Q4	$1.98M	Buy	+15,533	New	+$2.03M	1.55%	11
2024 Q2	$1.79M	Sell	15,080 -353	-2%	-$41.9K	1.53%	12
2024 Q1	$1.87M	Buy	+15,433	New	+$1.77M	1.63%	10

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

Coordinated Financial Services's VYM Position: Q1 2026 in Review

Coordinated Financial Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.69% in Q1 2026, selling an estimated $15.9K and leaving 15,182 shares worth $2.25M. The position accounts for 1.29% of the portfolio, ranked #15.

Coordinated Financial Services first reported a position in VYM in Q1 2024 and has held it in 8 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Coordinated Financial Services held 15,182 shares of Vanguard High Dividend Yield ETF worth $2.25M as of Q1 2026.
Coordinated Financial Services sold 106 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $15.9K.
Vanguard High Dividend Yield ETF made up 1.29% of Coordinated Financial Services's portfolio in Q1 2026, its #15 holding.
Coordinated Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 8 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.