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

Cornerstone Financial Group’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 Q3	$465K	Buy	2,999 +14	+0.5%	+$2.27K	0.27%	52
2026 Q2	$472K	Buy	2,985 +15	+0.5%	+$2.34K	0.29%	52
2026 Q1	$465K	Sell	2,970 -476	-14%	-$71.6K	0.3%	50
2025 Q4	$495K	Buy	3,446 +19	+0.6%	+$2.7K	0.35%	49
2025 Q3	$483K	Sell	3,427 -621	-15%	-$85.3K	0.37%	52
2025 Q2	$540K	Buy	4,048 +23	+0.6%	+$2.91K	0.46%	47
2025 Q1	$518K	Buy	4,025 +369	+10%	+$48.3K	0.47%	47
2024 Q4	$467K	Buy	+3,656	New	+$477K	0.46%	47

Other funds holding VYM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cornerstone Financial Group's VYM Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.47% in Q3 2026, buying an estimated $2.27K and bringing the position to 2,999 shares worth $465K. The position accounts for 0.27% of the portfolio, ranked #52.

Cornerstone Financial Group first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $540K in Q2 2025. 1,712 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Cornerstone Financial Group held 2,999 shares of Vanguard High Dividend Yield ETF worth $465K as of Q3 2026.
Cornerstone Financial Group bought 14 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $2.27K.
Vanguard High Dividend Yield ETF made up 0.27% of Cornerstone Financial Group's portfolio in Q3 2026, its #52 holding.
Cornerstone Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's Vanguard High Dividend Yield ETF position peaked at $540K in Q2 2025.
1,712 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.