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Curated Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Curated Wealth Partners’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
2024
Q2 		– Sell
-5,609
Closed -$679K – 261
2024
Q1 		$679K Buy
+5,609
New +$643K 0.1% 67

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Curated Wealth Partners's VYM Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 20,973 shares worth $35.2K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in VYM as recently as Q4 2023.

Curated Wealth Partners first reported a position in VYM in Q2 2022 and has held it in 8 quarters since. The position peaked at $10.7M in Q1 2023. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Curated Wealth Partners held 20,973 shares of Vanguard High Dividend Yield ETF worth $35.2K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Curated Wealth Partners position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #729 holding.
  • Curated Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 8 quarters since.
  • Curated Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $10.7M in Q1 2023.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.