CF
VYM icon

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

Copperwynd 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
2025
Q2 		$694K Sell
5,207
-183
-3% -$23.2K 0.17% 102
2025
Q1 		$695K Sell
5,390
-9,690
-64% -$1.27M 0.19% 105
2024
Q4 		$1.92M Buy
15,080
+8,943
+146% +$1.17M 0.53% 36
2024
Q3 		$787K Buy
6,137
+35
+0.6% +$4.32K 0.24% 86
2024
Q2 		$759K Buy
6,102
+482
+9% +$57.2K 0.25% 80
2024
Q1 		$680K Buy
5,620
+323
+6% +$37K 0.24% 86
2023
Q4 		$591K Buy
5,297
+129
+2% +$13.6K 0.24% 89
2023
Q3 		$534K Buy
5,168
+325
+7% +$34.9K 0.25% 78
2023
Q2 		$514K Sell
4,843
-199
-4% -$20.9K 0.24% 98
2023
Q1 		$532K Sell
5,042
-1,954
-28% -$210K 0.27% 91
2022
Q4 		$757K Sell
6,996
-1,026
-13% -$109K 0.43% 53
2022
Q3 		$761K Sell
8,022
-945
-11% -$98.3K 0.44% 45
2022
Q2 		$912K Sell
8,967
-30,831
-77% -$3.34M 0.54% 40
2022
Q1 		$4.47M Buy
39,798
+31,467
+378% +$3.51M 1.85% 9
2021
Q4 		$934K Buy
8,331
+944
+13% +$103K 0.35% 42
2021
Q3 		$763K Sell
7,387
-120,668
-94% -$12.8M 0.31% 49
2021
Q2 		$13.4M Buy
128,055
+123,375
+2,636% +$13M 5.69% 6
2021
Q1 		$473K Sell
4,680
-26,233
-85% -$2.53M 0.21% 91
2020
Q4 		$2.83M Buy
30,913
+25,871
+513% +$2.25M 1.37% 15
2020
Q3 		$408K Sell
5,042
-21,381
-81% -$1.75M 0.22% 75
2020
Q2 		$2.08M Buy
26,423
+20,821
+372% +$1.62M 1.19% 17
2020
Q1 		$396K Sell
5,602
-467
-8% -$40.1K 0.19% 55
2019
Q4 		$569K Buy
6,069
+1,095
+22% +$99.3K 0.3% 70
2019
Q3 		$454K Buy
4,974
+27
+0.5% +$2.36K 0.26% 87
2019
Q2 		$432K Hold
4,947
– – 0.25% 73
2019
Q1 		$424K Sell
4,947
-25
-0.5% -$2.09K 0.25% 69
2018
Q4 		$388K Buy
+4,972
New +$415K 0.24% 53

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Copperwynd Financial's VYM Position: Q2 2025 in Review

Copperwynd Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.4% in Q2 2025, selling an estimated $23.2K and leaving 5,207 shares worth $694K. The position accounts for 0.17% of the portfolio, ranked #102.

Copperwynd Financial first reported a position in VYM in Q4 2018 and has held it in 27 quarters since. The position peaked at $13.4M in Q2 2021. 1,799 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Copperwynd Financial held 5,207 shares of Vanguard High Dividend Yield ETF worth $694K as of Q2 2025.
  • Copperwynd Financial sold 183 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $23.2K.
  • Vanguard High Dividend Yield ETF made up 0.17% of Copperwynd Financial's portfolio in Q2 2025, its #102 holding.
  • Copperwynd Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 27 quarters since.
  • Copperwynd Financial's Vanguard High Dividend Yield ETF position peaked at $13.4M in Q2 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.