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Costello Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Costello Asset 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
2025
Q2 		– Sell
-31
Closed -$4.04K – 710
2025
Q1 		$4.04K Buy
31
+10
+48% +$1.31K ﹤0.01% 556
2024
Q4 		$2.7K Buy
+21
New +$2.74K ﹤0.01% 177

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

Costello Asset Management's VYM Position: Q2 2025 in Review

Costello Asset Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 31 shares — an estimated $4.04K sold.

Costello Asset Management first reported a position in VYM in Q4 2024 and held it in 2 quarters. The position peaked at $4.04K in Q1 2025. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Costello Asset Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Costello Asset Management sold 31 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $4.04K.
  • Costello Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 2 quarters.
  • Costello Asset Management's Vanguard High Dividend Yield ETF position peaked at $4.04K in Q1 2025.
  • 1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Costello Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.