Cura Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cura Wealth Advisors’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	$616K	Hold	3,900	–	–	0.26%	56
2026 Q1	$578K	Buy	3,900 +2,000	+105%	+$301K	0.26%	54
2025 Q4	$273K	Hold	1,900	–	–	0.1%	100
2025 Q3	$268K	Hold	1,900	–	–	0.1%	94
2025 Q2	$253K	Hold	1,900	–	–	0.1%	88
2025 Q1	$245K	Hold	1,900	–	–	0.1%	87
2024 Q4	$242K	Buy	+1,900	New	+$248K	0.11%	81

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

Cura Wealth Advisors's VYM Position: Q2 2026 in Review

Cura Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,900 shares worth $616K. The position accounts for 0.26% of the portfolio, ranked #56.

Cura Wealth Advisors first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cura Wealth Advisors held 3,900 shares of Vanguard High Dividend Yield ETF worth $616K as of Q2 2026.
Cura Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.26% of Cura Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Cura Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.