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

Cornerstone Wealth 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
Q2 		$1.55M Sell
9,833
-313
-3% -$48.9K 0.09% 141
2026
Q1 		$1.57M Buy
10,146
+1,201
+13% +$181K 0.1% 136
2025
Q4 		$1.28M Buy
8,945
+562
+7% +$79.9K 0.09% 132
2025
Q3 		$1.18M Buy
8,383
+763
+10% +$105K 0.08% 138
2025
Q2 		$1.02M Buy
7,620
+1,095
+17% +$139K 0.08% 137
2025
Q1 		$841K Sell
6,525
-219
-3% -$28.7K 0.07% 145
2024
Q4 		$860K Sell
6,744
-12
-0.2% -$1.56K 0.07% 137
2024
Q3 		$866K Buy
6,756
+1,243
+23% +$153K 0.07% 140
2024
Q2 		$654K Sell
5,513
-274
-5% -$32.5K 0.06% 147
2024
Q1 		$700K Sell
5,787
-803
-12% -$92K 0.06% 139
2023
Q4 		$736K Sell
6,590
-140,126
-96% -$14.7M 0.11% 95
2023
Q3 		$15.2M Sell
146,716
-3,215
-2% -$345K 2.69% 8
2023
Q2 		$15.9M Buy
149,931
+2,276
+2% +$239K 2.88% 7
2023
Q1 		$15.6M Buy
147,655
+977
+0.7% +$105K 2.77% 7
2022
Q4 		$15.9M Buy
146,678
+2,405
+2% +$256K 3% 7
2022
Q3 		$13.7M Buy
144,273
+752
+0.5% +$78.2K 3.02% 7
2022
Q2 		$14.6M Buy
143,521
+9,620
+7% +$1.04M 3.05% 5
2022
Q1 		$15M Buy
133,901
+9,695
+8% +$1.08M 2.76% 5
2021
Q4 		$13.9M Buy
124,206
+1,457
+1% +$159K 2.38% 6
2021
Q3 		$12.7M Buy
122,749
+80,079
+188% +$8.47M 2.24% 8
2021
Q2 		$4.37M Sell
42,670
-2,000
-4% -$210K 0.89% 27
2021
Q1 		$4.62M Sell
44,670
-12,714
-22% -$1.23M 0.94% 22
2020
Q4 		$5.25M Sell
57,384
-13,497
-19% -$1.17M 1.29% 16
2020
Q3 		$5.74M Sell
70,881
-5,479
-7% -$449K 1.57% 15
2020
Q2 		$6.02M Buy
76,360
+3,307
+5% +$257K 1.51% 13
2020
Q1 		$5.17M Buy
73,053
+25,395
+53% +$2.18M 1.82% 11
2019
Q4 		$4.47M Buy
47,658
+8,121
+21% +$736K 1.21% 19
2019
Q3 		$3.51M Buy
+39,537
New +$3.46M 0.88% 30

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

Cornerstone Wealth Group's VYM Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q2 2026, selling an estimated $48.9K and leaving 9,833 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #141.

Cornerstone Wealth Group first reported a position in VYM in Q3 2019 and has held it in 28 quarters since. The position peaked at $15.9M in Q2 2023. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cornerstone Wealth Group held 9,833 shares of Vanguard High Dividend Yield ETF worth $1.55M as of Q2 2026.
  • Cornerstone Wealth Group sold 313 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $48.9K.
  • Vanguard High Dividend Yield ETF made up 0.09% of Cornerstone Wealth Group's portfolio in Q2 2026, its #141 holding.
  • Cornerstone Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 28 quarters since.
  • Cornerstone Wealth Group's Vanguard High Dividend Yield ETF position peaked at $15.9M in Q2 2023.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.