Crews Bank & Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Crews Bank & Trust’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	$39.4M	Buy	249,044 +2,709	+1%	+$423K	5.14%	4
2026 Q1	$36.5M	Sell	246,335 -1,730	-0.7%	-$260K	5.29%	4
2025 Q4	$35.6M	Buy	248,065 +8,069	+3%	+$1.15M	5.1%	4
2025 Q3	$33.8M	Buy	239,996 +4,847	+2%	+$666K	4.95%	4
2025 Q2	$31.3M	Buy	235,149 +10,139	+5%	+$1.28M	4.93%	3
2025 Q1	$29M	Buy	225,010 +2,819	+1%	+$369K	4.95%	3
2024 Q4	$28.3M	Buy	+222,191	New	+$29M	4.78%	3

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Crews Bank & Trust's VYM Position: Q2 2026 in Review

Crews Bank & Trust increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q2 2026, buying an estimated $423K and bringing the position to 249,044 shares worth $39.4M. The position accounts for 5.14% of the portfolio, ranked #4.

Crews Bank & Trust first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Crews Bank & Trust held 249,044 shares of Vanguard High Dividend Yield ETF worth $39.4M as of Q2 2026.
Crews Bank & Trust bought 2,709 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $423K.
Vanguard High Dividend Yield ETF made up 5.14% of Crews Bank & Trust's portfolio in Q2 2026, its #4 holding.
Crews Bank & Trust first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.