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Curran Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Curran Financial 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
2026
Q2 		$9.48M Sell
59,995
-34,583
-37% -$5.4M 1.41% 18
2026
Q1 		$14M Buy
94,578
+43,763
+86% +$6.58M 2.51% 12
2025
Q4 		$7.29M Sell
50,815
-302
-0.6% -$43K 1.39% 19
2025
Q3 		$7.2M Buy
51,117
+6,659
+15% +$915K 1.43% 19
2025
Q2 		$5.93M Sell
44,458
-23,830
-35% -$3.02M 1.31% 22
2025
Q1 		$8.81M Buy
68,288
+24,600
+56% +$3.22M 2.16% 15
2024
Q4 		$5.57M Buy
43,688
+8,710
+25% +$1.14M 1.46% 24
2024
Q3 		$4.48M Buy
34,978
+892
+3% +$110K 1.27% 27
2024
Q2 		$4.04M Buy
34,086
+252
+0.7% +$29.9K 1.35% 25
2024
Q1 		$4.09M Sell
33,834
-3,866
-10% -$443K 1.42% 25
2023
Q4 		$4.22M Sell
37,700
-15,923
-30% -$1.67M 1.62% 24
2023
Q3 		$5.54M Buy
53,623
+13,658
+34% +$1.47M 2.42% 13
2023
Q2 		$4.24M Sell
39,965
-15,949
-29% -$1.67M 1.84% 20
2023
Q1 		$5.9M Buy
55,914
+10,055
+22% +$1.08M 2.8% 11
2022
Q4 		$4.96M Sell
45,859
-69,172
-60% -$7.36M 2.39% 14
2022
Q3 		$10.9M Sell
115,031
-24,436
-18% -$2.54M 5.54% 5
2022
Q2 		$14.2M Buy
139,467
+66,125
+90% +$7.17M 6.69% 5
2022
Q1 		$8.23M Sell
73,342
-48,055
-40% -$5.36M 3.38% 8
2021
Q4 		$13.6M Buy
121,397
+25,634
+27% +$2.79M 5.78% 7
2021
Q3 		$9.9M Buy
95,763
+16,363
+21% +$1.73M 5.06% 7
2021
Q2 		$8.32M Buy
79,400
+2,788
+4% +$293K 4.57% 7
2021
Q1 		$7.75M Buy
76,612
+31,924
+71% +$3.08M 5.56% 5
2020
Q4 		$4.09M Buy
+44,688
New +$3.88M 3.5% 10

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

Curran Financial Partners's VYM Position: Q2 2026 in Review

Curran Financial Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 37% in Q2 2026, selling an estimated $5.4M and leaving 59,995 shares worth $9.48M. The position accounts for 1.41% of the portfolio, ranked #18.

Curran Financial Partners first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.2M in Q2 2022. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Curran Financial Partners held 59,995 shares of Vanguard High Dividend Yield ETF worth $9.48M as of Q2 2026.
  • Curran Financial Partners sold 34,583 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.4M.
  • Vanguard High Dividend Yield ETF made up 1.41% of Curran Financial Partners's portfolio in Q2 2026, its #18 holding.
  • Curran Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's Vanguard High Dividend Yield ETF position peaked at $14.2M in Q2 2022.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.