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CoreFirst Bank & Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CoreFirst Bank & Trust’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 		$5.97M Sell
37,752
-341
-0.9% -$53.3K 2.97% 8
2026
Q1 		$5.64M Sell
38,093
-922
-2% -$139K 2.99% 8
2025
Q4 		$5.6M Sell
39,015
-1,314
-3% -$187K 3.03% 7
2025
Q3 		$5.68M Sell
40,329
-2,075
-5% -$285K 3.07% 7
2025
Q2 		$5.65M Buy
42,404
+757
+2% +$95.9K 3.19% 6
2025
Q1 		$5.37M Buy
41,647
+143
+0.3% +$18.7K 3.45% 6
2024
Q4 		$5.3M Buy
41,504
+1,577
+4% +$206K 3.15% 5
2024
Q3 		$5.12M Sell
39,927
-2,142
-5% -$264K 2.96% 6
2024
Q2 		$4.99M Sell
42,069
-212
-0.5% -$25.1K 3.36% 4
2024
Q1 		$5.12M Buy
42,281
+160
+0.4% +$18.3K 3.2% 4
2023
Q4 		$4.7M Buy
42,121
+5,479
+15% +$576K 3.13% 4
2023
Q3 		$3.79M Buy
36,642
+1,924
+6% +$206K 2.69% 4
2023
Q2 		$3.68M Buy
34,718
+4,247
+14% +$445K 2.59% 4
2023
Q1 		$3.21M Buy
30,471
+24,041
+374% +$2.59M 2.34% 5
2022
Q4 		$696K Buy
6,430
+3,430
+114% +$365K 0.53% 47
2022
Q3 		$285K Buy
+3,000
New +$312K 0.25% 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

CoreFirst Bank & Trust's VYM Position: Q2 2026 in Review

CoreFirst Bank & Trust reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.9% in Q2 2026, selling an estimated $53.3K and leaving 37,752 shares worth $5.97M. The position accounts for 2.97% of the portfolio, ranked #8.

CoreFirst Bank & Trust first reported a position in VYM in Q3 2022 and has held it in 16 quarters since. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • CoreFirst Bank & Trust held 37,752 shares of Vanguard High Dividend Yield ETF worth $5.97M as of Q2 2026.
  • CoreFirst Bank & Trust sold 341 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $53.3K.
  • Vanguard High Dividend Yield ETF made up 2.97% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #8 holding.
  • CoreFirst Bank & Trust first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.