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Corda Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Corda Investment Management’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 		$4.94M Sell
31,254
-557
-2% -$87.1K 0.3% 48
2026
Q1 		$4.71M Sell
31,811
-1,214
-4% -$183K 0.33% 44
2025
Q4 		$4.74M Buy
33,025
+165
+0.5% +$23.5K 0.34% 44
2025
Q3 		$4.63M Sell
32,860
-1,582
-5% -$217K 0.33% 44
2025
Q2 		$4.59M Sell
34,442
-1,261
-4% -$160K 0.34% 43
2025
Q1 		$4.6M Buy
35,703
+3,869
+12% +$506K 0.37% 40
2024
Q4 		$4.06M Sell
31,834
-180
-0.6% -$23.5K 0.32% 42
2024
Q3 		$4.1M Sell
32,014
-1,005
-3% -$124K 0.32% 42
2024
Q2 		$3.92M Sell
33,019
-480
-1% -$56.9K 0.32% 45
2024
Q1 		$4.05M Sell
33,499
-40,829
-55% -$4.68M 0.32% 45
2023
Q4 		$8.3M Buy
74,328
+41,210
+124% +$4.33M 0.7% 41
2023
Q3 		$3.42M Sell
33,118
-1,277
-4% -$137K 0.31% 45
2023
Q2 		$3.65M Sell
34,395
-199
-0.6% -$20.9K 0.29% 50
2023
Q1 		$3.65M Buy
34,594
+91
+0.3% +$9.79K 0.29% 51
2022
Q4 		$3.73M Sell
34,503
-697
-2% -$74.2K 0.3% 51
2022
Q3 		$3.34M Sell
35,200
-265
-0.7% -$27.6K 0.3% 52
2022
Q2 		$3.61M Sell
35,465
-2,955
-8% -$320K 0.31% 51
2022
Q1 		$4.31M Sell
38,420
-1,073
-3% -$120K 0.33% 52
2021
Q4 		$4.43M Sell
39,493
-250
-0.6% -$27.2K 0.35% 52
2021
Q3 		$4.11M Sell
39,743
-157
-0.4% -$16.6K 0.36% 49
2021
Q2 		$4.18M Buy
39,900
+326
+0.8% +$34.2K 0.36% 48
2021
Q1 		$4M Buy
39,574
+2,355
+6% +$227K 0.36% 47
2020
Q4 		$3.41M Sell
37,219
-1
-0% -$87 0.34% 43
2020
Q3 		$3.01M Sell
37,220
-2,009
-5% -$165K 0.33% 44
2020
Q2 		$3.09M Sell
39,229
-1,450
-4% -$113K 0.36% 45
2020
Q1 		$2.88M Sell
40,679
-1,275
-3% -$110K 0.36% 45
2019
Q4 		$3.93M Buy
41,954
+768
+2% +$69.6K 0.42% 46
2019
Q3 		$3.65M Buy
41,186
+656
+2% +$57.4K 0.4% 46
2019
Q2 		$3.54M Sell
40,530
-2,563
-6% -$222K 0.38% 46
2019
Q1 		$3.69M Buy
43,093
+1,278
+3% +$107K 0.43% 46
2018
Q4 		$3.26M Sell
41,815
-1,756
-4% -$146K 0.4% 47
2018
Q3 		$3.79M Sell
43,571
-1,718
-4% -$149K 0.45% 46
2018
Q2 		$3.76M Sell
45,289
-4,348
-9% -$364K 0.47% 46
2018
Q1 		$4.09M Sell
49,637
-6,026
-11% -$518K 0.51% 44
2017
Q4 		$4.77M Sell
55,663
-1,051
-2% -$87.9K 0.57% 44
2017
Q3 		$4.6M Buy
56,714
+21,180
+60% +$1.68M 0.6% 42
2017
Q2 		$2.78M Buy
35,534
+3,075
+9% +$239K 0.39% 47
2017
Q1 		$2.52M Buy
32,459
+9,508
+41% +$734K 0.38% 47
2016
Q4 		$1.74M Buy
22,951
+2,841
+14% +$208K 0.27% 53
2016
Q3 		$1.44M Buy
+20,110
New +$1.46M 0.24% 55

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

Corda Investment Management's VYM Position: Q2 2026 in Review

Corda Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q2 2026, selling an estimated $87.1K and leaving 31,254 shares worth $4.94M. The position accounts for 0.3% of the portfolio, ranked #48.

Corda Investment Management first reported a position in VYM in Q3 2016 and has held it in 40 quarters since. The position peaked at $8.3M in Q4 2023. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Corda Investment Management held 31,254 shares of Vanguard High Dividend Yield ETF worth $4.94M as of Q2 2026.
  • Corda Investment Management sold 557 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $87.1K.
  • Vanguard High Dividend Yield ETF made up 0.3% of Corda Investment Management's portfolio in Q2 2026, its #48 holding.
  • Corda Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and has held it in 40 quarters since.
  • Corda Investment Management's Vanguard High Dividend Yield ETF position peaked at $8.3M in Q4 2023.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Corda Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.