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 Q2	$204K	Sell	1,288 -650	-34%	-$102K	﹤0.01%	831
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 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

Crestwood Advisors Group's VYM Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 34% in Q2 2026, selling an estimated $102K and leaving 1,288 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Crestwood Advisors Group first reported a position in VYM in Q1 2017 and has held it in 24 quarters since. The position peaked at $694K in Q2 2023. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Crestwood Advisors Group held 1,288 shares of Vanguard High Dividend Yield ETF worth $204K as of Q2 2026.
Crestwood Advisors Group sold 650 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $102K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #831 holding.
Crestwood Advisors Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 24 quarters since.
Crestwood Advisors Group's Vanguard High Dividend Yield ETF position peaked at $694K in Q2 2023.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.