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

Creekmur 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 Q3	$288K	Sell	2,042 -309	-13%	-$42.5K	0.05%	165
2025 Q2	$313K	Buy	2,351 +1,653	+237%	+$209K	0.06%	178
2025 Q1	$90K	Buy	698 +660	+1,737%	+$86.4K	0.02%	254
2024 Q4	$4.9K	Hold	38	–	–	﹤0.01%	496
2024 Q3	$4.88K	Hold	38	–	–	﹤0.01%	541
2024 Q2	$4.49K	Hold	38	–	–	﹤0.01%	597
2024 Q1	$4.54K	Buy	38 +1	+3%	+$115	﹤0.01%	572
2023 Q4	$4.17K	Buy	+37	New	+$3.89K	﹤0.01%	616

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creekmur Asset Management's VYM Position: Q3 2025 in Review

Creekmur Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q3 2025, selling an estimated $42.5K and leaving 2,042 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #165.

Creekmur Asset Management first reported a position in VYM in Q4 2023 and has held it in 8 quarters since. The position peaked at $313K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Creekmur Asset Management held 2,042 shares of Vanguard High Dividend Yield ETF worth $288K as of Q3 2025.
Creekmur Asset Management sold 309 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $42.5K.
Vanguard High Dividend Yield ETF made up 0.05% of Creekmur Asset Management's portfolio in Q3 2025, its #165 holding.
Creekmur Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Vanguard High Dividend Yield ETF position peaked at $313K in Q2 2025.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.