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Croban’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Croban’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 		$7.32M Buy
49,433
+3,145
+7% +$473K 3.44% 7
2025
Q4 		$6.64M Buy
46,288
+21,146
+84% +$3.01M 3.2% 9
2025
Q3 		$3.54M Buy
25,142
+8,521
+51% +$1.17M 2.36% 14
2025
Q2 		$2.22M Sell
16,621
-442
-3% -$56K 1.89% 15
2025
Q1 		$2.2M Buy
17,063
+2,801
+20% +$367K 2.03% 11
2024
Q4 		$1.82M Buy
+14,262
New +$1.86M 1.79% 14
2023
Q4 		$1.82M Buy
+14,262
New +$1.5M 1.8% 14

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

Croban's VYM Position: Q1 2026 in Review

Croban increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.8% in Q1 2026, buying an estimated $473K and bringing the position to 49,433 shares worth $7.32M. The position accounts for 3.44% of the portfolio, ranked #7.

Croban first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Croban held 49,433 shares of Vanguard High Dividend Yield ETF worth $7.32M as of Q1 2026.
  • Croban bought 3,145 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $473K.
  • Vanguard High Dividend Yield ETF made up 3.44% of Croban's portfolio in Q1 2026, its #7 holding.
  • Croban first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 7 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.