Cordatus Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cordatus Wealth 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	$230K	Buy	+1,457	New	+$228K	0.05%	163
2020 Q1	–	Sell	-17,442	Closed	-$1.63M	–	141
2019 Q4	$1.63M	Sell	17,442 -5,476	-24%	-$497K	0.81%	47
2019 Q3	$2.03M	Sell	22,918 -1,025	-4%	-$89.7K	1.06%	32
2019 Q2	$2.09M	Sell	23,943 -867	-3%	-$75K	1.22%	26
2019 Q1	$2.13M	Sell	24,810 -936	-4%	-$78.2K	1.17%	27
2018 Q4	$2.01M	Buy	+25,746	New	+$2.15M	1.43%	20

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cordatus Wealth Management's VYM Position: Q2 2026 in Review

Cordatus Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,457 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #163 among its holdings. This is a return to the name: Cordatus Wealth Management previously reported a position in VYM as recently as Q4 2019.

Cordatus Wealth Management first reported a position in VYM in Q4 2018 and has held it in 6 quarters since. The position peaked at $2.13M in Q1 2019. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cordatus Wealth Management held 1,457 shares of Vanguard High Dividend Yield ETF worth $230K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Cordatus Wealth Management position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.05% of Cordatus Wealth Management's portfolio in Q2 2026, its #163 holding.
Cordatus Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 6 quarters since.
Cordatus Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.13M in Q1 2019.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.