CRA Financial Services
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CRA Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CRA Financial Services’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 		$2.08M Sell
13,400
-150
-1% -$24.3K 0.23% 83
2026
Q2 		$2.14M Buy
13,550
+328
+2% +$51.3K 0.25% 80
2026
Q1 		$1.96M Buy
13,222
+1,536
+13% +$231K 0.25% 78
2025
Q4 		$1.68M Buy
11,686
+611
+6% +$86.9K 0.22% 84
2025
Q3 		$1.56M Buy
11,075
+1,188
+12% +$163K 0.21% 91
2025
Q2 		$1.32M Buy
9,887
+120
+1% +$15.2K 0.2% 94
2025
Q1 		$1.26M Sell
9,767
-45
-0.5% -$5.89K 0.22% 93
2024
Q4 		$1.25M Buy
9,812
+59
+0.6% +$7.69K 0.21% 86
2024
Q3 		$1.25M Sell
9,753
-163
-2% -$20.1K 0.23% 84
2024
Q2 		$1.18M Buy
9,916
+361
+4% +$42.8K 0.24% 74
2024
Q1 		$1.16M Buy
9,555
+109
+1% +$12.5K 0.25% 73
2023
Q4 		$1.05M Buy
9,446
+98
+1% +$10.3K 0.26% 71
2023
Q3 		$966K Buy
9,348
+260
+3% +$27.9K 0.27% 68
2023
Q2 		$964K Buy
9,088
+12
+0.1% +$1.26K 0.26% 67
2023
Q1 		$958K Buy
9,076
+1,375
+18% +$148K 0.28% 66
2022
Q4 		$833K Buy
7,701
+729
+10% +$77.6K 0.27% 75
2022
Q3 		$661K Buy
6,972
+588
+9% +$61.1K 0.24% 80
2022
Q2 		$649K Buy
6,384
+1,007
+19% +$109K 0.22% 91
2022
Q1 		$604K Buy
5,377
+266
+5% +$29.7K 0.18% 95
2021
Q4 		$573K Buy
5,111
+8
+0.2% +$870 0.17% 102
2021
Q3 		$527K Sell
5,103
-284
-5% -$30K 0.18% 101
2021
Q2 		$564K Buy
5,387
+1,343
+33% +$141K 0.2% 95
2021
Q1 		$409K Buy
4,044
+3
+0.1% +$289 0.16% 107
2020
Q4 		$370K Sell
4,041
-509
-11% -$44.2K 0.16% 105
2020
Q3 		$368K Buy
4,550
+4
+0.1% +$328 0.18% 96
2020
Q2 		$358K Sell
4,546
-2,805
-38% -$218K 0.19% 96
2020
Q1 		$520K Sell
7,351
-98
-1% -$8.42K 0.33% 72
2019
Q4 		$698K Sell
7,449
-277
-4% -$25.1K 0.38% 58
2019
Q3 		$686K Sell
7,726
-110
-1% -$9.6K 0.42% 55
2019
Q2 		$685K Buy
7,836
+205
+3% +$17.7K 0.41% 54
2019
Q1 		$654K Sell
7,631
-399
-5% -$33.3K 0.43% 52
2018
Q4 		$626K Buy
+8,030
New +$670K 0.45% 51

Other funds holding VYM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

CRA Financial Services's VYM Position: Q3 2026 in Review

CRA Financial Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q3 2026, selling an estimated $24.3K and leaving 13,400 shares worth $2.08M. The position accounts for 0.23% of the portfolio, ranked #83.

CRA Financial Services first reported a position in VYM in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.14M in Q2 2026. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • CRA Financial Services held 13,400 shares of Vanguard High Dividend Yield ETF worth $2.08M as of Q3 2026.
  • CRA Financial Services sold 150 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $24.3K.
  • Vanguard High Dividend Yield ETF made up 0.23% of CRA Financial Services's portfolio in Q3 2026, its #83 holding.
  • CRA Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's Vanguard High Dividend Yield ETF position peaked at $2.14M in Q2 2026.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.