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

Cresset 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
2026 Q2	$24.9M	Buy	157,789 +18,492	+13%	+$2.89M	0.09%	142
2026 Q1	$20.6M	Buy	139,297 +25,343	+22%	+$3.81M	0.09%	150
2025 Q4	$16.4M	Buy	113,954 +7,816	+7%	+$1.11M	0.07%	178
2025 Q3	$15M	Buy	106,138 +4,315	+4%	+$593K	0.07%	180
2025 Q2	$13.6M	Sell	101,823 -10,146	-9%	-$1.29M	0.07%	175
2025 Q1	$14.4M	Sell	111,969 -5,456	-5%	-$714K	0.07%	170
2024 Q4	$15M	Sell	117,425 -19,825	-14%	-$2.59M	0.07%	171
2024 Q3	$17.6M	Buy	137,250 +6,655	+5%	+$822K	0.07%	190
2024 Q2	$15.5M	Buy	130,595 +11,325	+9%	+$1.34M	0.07%	197
2024 Q1	$14.4M	Buy	119,270 +12,474	+12%	+$1.43M	0.07%	191
2023 Q4	$11.9M	Buy	106,796 +6,242	+6%	+$656K	0.07%	185
2023 Q3	$10.4M	Sell	100,554 -19,933	-17%	-$2.14M	0.04%	204
2023 Q2	$12.8M	Buy	120,487 +2,271	+2%	+$238K	0.02%	231
2023 Q1	$12.5M	Sell	118,216 -7,611	-6%	-$819K	0.25%	66
2022 Q4	$13M	Buy	125,827 +18,124	+17%	+$1.93M	0.16%	67
2022 Q3	$10.2M	Buy	107,703 +3,225	+3%	+$335K	0.13%	73
2022 Q2	$10.4M	Buy	104,478 +1,617	+2%	+$175K	0.13%	70
2022 Q1	$11.5M	Buy	102,861 +165	+0.2%	+$18.4K	0.12%	76
2021 Q4	$11.5M	Buy	102,696 +37,653	+58%	+$4.1M	0.11%	84
2021 Q3	$6.72M	Buy	65,043 +841	+1%	+$88.9K	0.09%	94
2021 Q2	$6.73M	Sell	64,202 -18,824	-23%	-$1.98M	0.1%	85
2021 Q1	$8.39M	Buy	83,026 +1,526	+2%	+$147K	0.13%	63
2020 Q4	$7.46M	Buy	81,500 +3,992	+5%	+$347K	0.12%	66
2020 Q3	$6.27M	Sell	77,508 -16,938	-18%	-$1.39M	0.12%	80
2020 Q2	$7.44M	Buy	94,446 +79,824	+546%	+$6.21M	0.16%	62
2020 Q1	$1.03M	Buy	14,622 +4,983	+52%	+$428K	0.03%	187
2019 Q4	$903K	Buy	9,639 +236	+3%	+$21.4K	0.02%	223
2019 Q3	$834K	Buy	9,403 +2,395	+34%	+$210K	0.03%	208
2019 Q2	$612K	Sell	7,008 -1,073	-13%	-$92.8K	0.02%	221
2019 Q1	$692K	Buy	8,081 +1,755	+28%	+$147K	0.03%	146
2018 Q4	$493K	Buy	+6,326	New	+$528K	0.03%	125

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cresset Asset Management's VYM Position: Q2 2026 in Review

Cresset Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, buying an estimated $2.89M and bringing the position to 157,789 shares worth $24.9M. The position accounts for 0.09% of the portfolio, ranked #142.

Cresset Asset Management first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cresset Asset Management held 157,789 shares of Vanguard High Dividend Yield ETF worth $24.9M as of Q2 2026.
Cresset Asset Management bought 18,492 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.89M.
Vanguard High Dividend Yield ETF made up 0.09% of Cresset Asset Management's portfolio in Q2 2026, its #142 holding.
Cresset Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.