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CVA Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CVA Family Office’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 		$12M Buy
75,888
+16,498
+28% +$2.58M 1.09% 24
2026
Q1 		$8.8M Buy
59,390
+4,893
+9% +$736K 0.93% 27
2025
Q4 		$7.82M Buy
54,497
+2,430
+5% +$346K 0.9% 29
2025
Q3 		$7.34M Buy
52,067
+5,830
+13% +$801K 0.94% 27
2025
Q2 		$6.16M Buy
46,237
+1,978
+4% +$251K 0.87% 29
2025
Q1 		$5.71M Buy
44,259
+5,284
+14% +$692K 0.87% 30
2024
Q4 		$4.97M Buy
38,975
+404
+1% +$52.7K 0.79% 35
2024
Q3 		$4.94M Buy
38,571
+757
+2% +$93.5K 0.8% 29
2024
Q2 		$4.48M Sell
37,814
-139
-0.4% -$16.5K 0.81% 30
2024
Q1 		$4.59M Buy
37,953
+423
+1% +$48.5K 0.82% 28
2023
Q4 		$4.19M Buy
37,530
+18,380
+96% +$1.93M 0.82% 27
2023
Q3 		$1.98M Buy
19,150
+131
+0.7% +$14.1K 0.45% 47
2023
Q2 		$2.02M Sell
19,019
-575
-3% -$60.3K 0.42% 46
2023
Q1 		$2.07M Hold
19,594
– – 0.46% 44
2022
Q4 		$2.12M Sell
19,594
-2,025
-9% -$215K 0.51% 39
2022
Q3 		$2.05M Buy
21,619
+3,615
+20% +$376K 0.56% 46
2022
Q2 		$1.83M Buy
18,004
+2,210
+14% +$239K 0.5% 43
2022
Q1 		$1.77M Buy
15,794
+1,285
+9% +$143K 0.42% 49
2021
Q4 		$1.63M Buy
14,509
+2,450
+20% +$267K 0.4% 48
2021
Q3 		$976K Sell
12,059
-5,455
-31% -$577K 0.71% 34
2021
Q2 		$1.83M Hold
17,514
– – 0.52% 42
2021
Q1 		$1.77M Buy
17,514
+2,551
+17% +$246K 0.67% 35
2020
Q4 		$1.37M Buy
14,963
+2,904
+24% +$252K 0.84% 30
2020
Q3 		$976K Buy
12,059
+477
+4% +$39.1K 0.71% 34
2020
Q2 		$912K Buy
11,582
+10,602
+1,082% +$824K 0.75% 32
2020
Q1 		$69K Buy
+980
New +$84.2K 0.07% 122

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

CVA Family Office's VYM Position: Q2 2026 in Review

CVA Family Office increased its Vanguard High Dividend Yield ETF (VYM) stake by 28% in Q2 2026, buying an estimated $2.58M and bringing the position to 75,888 shares worth $12M. The position accounts for 1.09% of the portfolio, ranked #24.

CVA Family Office first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • CVA Family Office held 75,888 shares of Vanguard High Dividend Yield ETF worth $12M as of Q2 2026.
  • CVA Family Office bought 16,498 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.58M.
  • Vanguard High Dividend Yield ETF made up 1.09% of CVA Family Office's portfolio in Q2 2026, its #24 holding.
  • CVA Family Office first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.