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Crestwood Advisors Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Crestwood Advisors Group’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 		$287K Buy
+1,938
New +$291K ﹤0.01% 593
2024
Q4 		– Sell
-3,010
Closed -$386K – 480
2024
Q3 		$386K Buy
3,010
+8
+0.3% +$988 0.01% 332
2024
Q2 		$356K Buy
3,002
+418
+16% +$49.6K 0.01% 325
2024
Q1 		$313K Sell
2,584
-550
-18% -$63K 0.01% 343
2023
Q4 		$350K Sell
3,134
-325
-9% -$34.1K 0.01% 311
2023
Q3 		$357K Sell
3,459
-3,084
-47% -$331K 0.01% 276
2023
Q2 		$694K Buy
6,543
+1,859
+40% +$195K 0.02% 163
2023
Q1 		$494K Buy
4,684
+2
+0% +$215 0.02% 188
2022
Q4 		$507K Buy
4,682
+3
+0.1% +$319 0.02% 188
2022
Q3 		$444K Buy
4,679
+803
+21% +$83.5K 0.02% 201
2022
Q2 		$394K Buy
3,876
+2
+0.1% +$217 0.01% 205
2022
Q1 		$435K Sell
3,874
-373
-9% -$41.6K 0.01% 206
2021
Q4 		$476K Buy
4,247
+1,213
+40% +$132K 0.01% 208
2021
Q3 		$314K Hold
3,034
– – 0.01% 226
2021
Q2 		$318K Buy
3,034
+484
+19% +$50.8K 0.01% 224
2021
Q1 		$258K Hold
2,550
– – 0.01% 233
2020
Q4 		$233K Hold
2,550
– – 0.01% 244
2020
Q3 		$206K Hold
2,550
– – 0.01% 227
2020
Q2 		$201K Buy
+2,550
New +$198K 0.01% 224
2020
Q1 		– Sell
-3,270
Closed -$306K – 255
2019
Q4 		$306K Hold
3,270
– – 0.01% 210
2019
Q3 		$290K Sell
3,270
-635
-16% -$55.6K 0.01% 206
2019
Q2 		$341K Buy
+3,905
New +$338K 0.02% 186
2017
Q2 		– Sell
-950
Closed -$74K – 430
2017
Q1 		$74K Buy
+950
New +$73.3K 0.01% 216

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

Crestwood Advisors Group's VYM Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 1,938 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in VYM as recently as Q3 2024.

Crestwood Advisors Group first reported a position in VYM in Q1 2017 and has held it in 23 quarters since. The position peaked at $694K in Q2 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Crestwood Advisors Group held 1,938 shares of Vanguard High Dividend Yield ETF worth $287K as of Q1 2026.
  • Vanguard High Dividend Yield ETF was a new Crestwood Advisors Group position in Q1 2026.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #593 holding.
  • Crestwood Advisors Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 23 quarters since.
  • Crestwood Advisors Group's Vanguard High Dividend Yield ETF position peaked at $694K in Q2 2023.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.