Creekside Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Creekside Partners’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 Q1	$2.03M	Buy	13,698 +5	+0%	+$752	0.84%	31
2025 Q4	$1.97M	Sell	13,693 -135	-1%	-$19.2K	0.83%	31
2025 Q3	$1.95M	Sell	13,828 -57	-0.4%	-$7.83K	0.86%	30
2025 Q2	$1.85M	Buy	13,885 +431	+3%	+$54.6K	0.88%	30
2025 Q1	$1.74M	Sell	13,454 -74	-0.5%	-$9.69K	0.91%	30
2024 Q4	$1.73M	Sell	13,528 -33	-0.2%	-$4.3K	0.89%	31
2024 Q3	$1.74M	Buy	13,561 +794	+6%	+$98K	0.9%	31
2024 Q2	$1.51M	Buy	+12,767	New	+$1.51M	0.84%	31

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

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

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

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

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

Creekside Partners's VYM Position: Q1 2026 in Review

Creekside Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.04% in Q1 2026, buying an estimated $752 and bringing the position to 13,698 shares worth $2.03M. The position accounts for 0.84% of the portfolio, ranked #31.

Creekside Partners first reported a position in VYM in Q2 2024 and has held it in 8 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Creekside Partners held 13,698 shares of Vanguard High Dividend Yield ETF worth $2.03M as of Q1 2026.
Creekside Partners bought 5 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $752.
Vanguard High Dividend Yield ETF made up 0.84% of Creekside Partners's portfolio in Q1 2026, its #31 holding.
Creekside Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 8 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.