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

Curio Wealth’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 		– Sell
-41
Closed -$6.05K – 1140
2026
Q1 		$6.05K Hold
41
– – ﹤0.01% 251
2025
Q4 		$5.92K Buy
41
+1
+3% +$142 ﹤0.01% 287
2025
Q3 		$5.61K Hold
40
– – ﹤0.01% 207
2025
Q2 		$5.31K Buy
40
+39
+3,900% +$4.94K ﹤0.01% 234
2025
Q1 		$5.08K Sell
1
-39
-98% -$5.11K ﹤0.01% 266
2024
Q4 		$5.08K Buy
+40
New +$5.22K ﹤0.01% 239

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 22.9% 1-Year Est. Return

Curio Wealth's VYM Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 41 shares — an estimated $6.05K sold.

Curio Wealth first reported a position in VYM in Q4 2024 and held it in 6 quarters. The position peaked at $6.05K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Curio Wealth reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 41 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $6.05K.
  • Curio Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Vanguard High Dividend Yield ETF position peaked at $6.05K in Q1 2026.
  • 2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.