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Curbstone Financial Management Corp’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Curbstone Financial Management Corp’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 		$490K Sell
3,100
-150
-5% -$23.4K 0.08% 185
2026
Q1 		$481K Sell
3,250
-100
-3% -$15K 0.09% 181
2025
Q4 		$481K Sell
3,350
-200
-6% -$28.4K 0.09% 178
2025
Q3 		$500K Hold
3,550
– – 0.1% 177
2025
Q2 		$473K Sell
3,550
-200
-5% -$25.3K 0.1% 178
2025
Q1 		$484K Sell
3,750
-400
-10% -$52.4K 0.1% 165
2024
Q4 		$529K Hold
4,150
– – 0.11% 159
2024
Q3 		$532K Sell
4,150
-250
-6% -$30.9K 0.11% 161
2024
Q2 		$522K Buy
4,400
+400
+10% +$47.4K 0.11% 162
2024
Q1 		$484K Hold
4,000
– – 0.1% 171
2023
Q4 		$447K Hold
4,000
– – 0.1% 178
2023
Q3 		$413K Sell
4,000
-250
-6% -$26.8K 0.1% 175
2023
Q2 		$451K Hold
4,250
– – 0.11% 165
2023
Q1 		$448K Sell
4,250
-240
-5% -$25.8K 0.11% 168
2022
Q4 		$486K Hold
4,490
– – 0.12% 158
2022
Q3 		$426K Hold
4,490
– – 0.11% 169
2022
Q2 		$457K Hold
4,490
– – 0.11% 164
2022
Q1 		$504K Hold
4,490
– – 0.09% 176
2021
Q4 		$503K Hold
4,490
– – 0.09% 178
2021
Q3 		$464K Buy
+4,490
New +$475K 0.09% 179

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

Curbstone Financial Management Corp's VYM Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.6% in Q2 2026, selling an estimated $23.4K and leaving 3,100 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #185.

Curbstone Financial Management Corp first reported a position in VYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $532K in Q3 2024. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Curbstone Financial Management Corp held 3,100 shares of Vanguard High Dividend Yield ETF worth $490K as of Q2 2026.
  • Curbstone Financial Management Corp sold 150 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $23.4K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #185 holding.
  • Curbstone Financial Management Corp first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 20 quarters since.
  • Curbstone Financial Management Corp's Vanguard High Dividend Yield ETF position peaked at $532K in Q3 2024.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.