Corient Private Wealth
VYM icon

Corient Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Corient Private Wealth’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 		$107M Sell
723,858
-729,546
-50% -$110M 0.15% 135
2025
Q4 		$209M Buy
1,453,404
+765,487
+111% +$109M 0.14% 150
2025
Q3 		$95.6M Buy
687,917
+475,408
+224% +$65.3M 0.15% 146
2025
Q2 		$28.3M Sell
212,509
-25,585
-11% -$3.24M 0.04% 328
2025
Q1 		$30.7M Sell
238,094
-17,755
-7% -$2.32M 0.05% 310
2024
Q4 		$32.6M Sell
255,849
-23,091
-8% -$3.01M 0.05% 295
2024
Q3 		$35.8M Buy
278,940
+9,941
+4% +$1.23M 0.06% 294
2024
Q2 		$31.9M Buy
268,999
+13,237
+5% +$1.57M 0.06% 298
2024
Q1 		$30.9M Sell
255,762
-9,145
-3% -$1.05M 0.06% 309
2023
Q4 		$29.6M Sell
264,907
-37,101
-12% -$3.9M 0.05% 314
2023
Q3 		$31.2M Sell
302,008
-61,587
-17% -$6.61M 0.07% 273
2023
Q2 		$38.6M Buy
363,595
+6,474
+2% +$679K 0.09% 228
2023
Q1 		$37.7M Buy
357,121
+85,198
+31% +$9.16M 0.1% 195
2022
Q4 		$29.4M Buy
+271,923
New +$28.9M 0.11% 202

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth's VYM Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 50% in Q1 2026, selling an estimated $110M and leaving 723,858 shares worth $107M. The position accounts for 0.15% of the portfolio, ranked #135.

Corient Private Wealth first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $209M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Corient Private Wealth held 723,858 shares of Vanguard High Dividend Yield ETF worth $107M as of Q1 2026.
  • Corient Private Wealth sold 729,546 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $110M.
  • Vanguard High Dividend Yield ETF made up 0.15% of Corient Private Wealth's portfolio in Q1 2026, its #135 holding.
  • Corient Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard High Dividend Yield ETF position peaked at $209M in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.