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Csenge Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Csenge Advisory 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 		$403K Buy
2,547
+240
+10% +$37.5K 0.02% 526
2026
Q1 		$342K Buy
2,307
+87
+4% +$13.1K 0.02% 525
2025
Q4 		$319K Buy
2,220
+125
+6% +$17.8K 0.01% 550
2025
Q3 		$295K Buy
+2,095
New +$288K 0.01% 549
2024
Q4 		– Sell
-3,000
Closed -$390K – 766
2024
Q3 		$390K Sell
3,000
-217
-7% -$26.8K 0.02% 487
2024
Q2 		$382K Sell
3,217
-441
-12% -$52.3K 0.02% 474
2024
Q1 		$443K Buy
3,658
+142
+4% +$16.3K 0.02% 462
2023
Q4 		$392K Buy
3,516
+242
+7% +$25.4K 0.02% 467
2023
Q3 		$338K Sell
3,274
-52
-2% -$5.58K 0.02% 462
2023
Q2 		$353K Buy
+3,326
New +$349K 0.02% 457
2022
Q2 		– Sell
-1,931
Closed -$217K – 688
2022
Q1 		$217K Sell
1,931
-139
-7% -$15.5K 0.02% 583
2021
Q4 		$218K Buy
2,070
+58
+3% +$6.31K 0.02% 511
2021
Q3 		$210K Sell
2,012
-58
-3% -$6.13K 0.02% 543
2021
Q2 		$218K Sell
2,070
-96
-4% -$10.1K 0.02% 514
2021
Q1 		$222K Sell
2,166
-195
-8% -$18.8K 0.02% 458
2020
Q4 		$216K Sell
2,361
-96
-4% -$8.34K 0.03% 404
2020
Q3 		$201K Buy
+2,457
New +$201K 0.03% 379
2020
Q2 		– Sell
-5,610
Closed -$397K – 424
2020
Q1 		$397K Sell
5,610
-839
-13% -$72.1K 0.1% 172
2019
Q4 		$604K Sell
6,449
-45
-0.7% -$4.08K 0.15% 132
2019
Q3 		$576K Buy
+6,494
New +$568K 0.16% 124

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Csenge Advisory Group's VYM Position: Q2 2026 in Review

Csenge Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, buying an estimated $37.5K and bringing the position to 2,547 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #526.

Csenge Advisory Group first reported a position in VYM in Q3 2019 and has held it in 20 quarters since. The position peaked at $604K in Q4 2019. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Csenge Advisory Group held 2,547 shares of Vanguard High Dividend Yield ETF worth $403K as of Q2 2026.
  • Csenge Advisory Group bought 240 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $37.5K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #526 holding.
  • Csenge Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 20 quarters since.
  • Csenge Advisory Group's Vanguard High Dividend Yield ETF position peaked at $604K in Q4 2019.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.