CWA Asset Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CWA Asset Management Group’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	$686K	Buy	4,344 +1,787	+70%	+$279K	0.02%	450
2026 Q1	$379K	Sell	2,557 -304	-11%	-$45.7K	0.01%	529
2025 Q4	$411K	Sell	2,861 -294	-9%	-$41.8K	0.01%	491
2025 Q3	$445K	Buy	3,155 +74	+2%	+$10.2K	0.02%	490
2025 Q2	$411K	Sell	3,081 -3,393	-52%	-$430K	0.02%	475
2025 Q1	$835K	Buy	6,474 +3,916	+153%	+$513K	0.04%	329
2024 Q4	$326K	Buy	2,558 +112	+5%	+$14.6K	0.02%	469
2024 Q3	$314K	Buy	+2,446	New	+$302K	0.02%	465
2024 Q1	$314K	Buy	2,594 +3	+0.1%	+$344	0.02%	410
2023 Q4	$289K	Sell	2,591 -1,044	-29%	-$110K	0.02%	340
2023 Q3	$376K	Sell	3,635 -286	-7%	-$30.7K	0.03%	253
2023 Q2	$416K	Buy	3,921 +345	+10%	+$36.2K	0.03%	239
2023 Q1	$377K	Sell	3,576 -141	-4%	-$15.2K	0.03%	232
2022 Q4	$402K	Buy	3,717 +91	+3%	+$9.68K	0.03%	214
2022 Q3	$344K	Sell	3,626 -3	-0.1%	-$312	0.03%	217
2022 Q2	$369K	Buy	3,629 +159	+5%	+$17.2K	0.03%	204
2022 Q1	$390K	Buy	3,470 +102	+3%	+$11.4K	0.03%	212
2021 Q4	$378K	Buy	3,368 +1,026	+44%	+$112K	0.03%	214
2021 Q3	$242K	Buy	2,342 +284	+14%	+$30K	0.02%	247
2021 Q2	$217K	Buy	2,058 +5	+0.2%	+$525	0.02%	258
2021 Q1	$208K	Buy	+2,053	New	+$198K	0.02%	250
2019 Q3	–	Sell	-2,910	Closed	-$254K	–	247
2019 Q2	$254K	Sell	2,910 -286	-9%	-$24.7K	0.04%	188
2019 Q1	$274K	Sell	3,196 -760	-19%	-$63.5K	0.05%	168
2018 Q4	$309K	Buy	3,956 +57	+1%	+$4.75K	0.07%	146
2018 Q3	$340K	Buy	3,899 +680	+21%	+$58.8K	0.08%	142
2018 Q2	$267K	Sell	3,219 -3,137	-49%	-$263K	0.06%	166
2018 Q1	$524K	Buy	+6,356	New	+$546K	0.13%	107
2017 Q2	–	Sell	-9,486	Closed	-$737K	–	175
2017 Q1	$737K	Hold	9,486	–	–	0.25%	79
2016 Q4	$719K	Hold	9,486	–	–	0.31%	82
2016 Q3	$684K	Hold	9,486	–	–	0.38%	75
2016 Q2	$678K	Buy	+9,486	New	+$663K	0.41%	70
2016 Q1	–	Sell	-9,426	Closed	-$629K	–	135
2015 Q4	$629K	Buy	+9,426	New	+$632K	0.71%	51

Other funds holding VYM

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWA Asset Management Group's VYM Position: Q2 2026 in Review

CWA Asset Management Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 70% in Q2 2026, buying an estimated $279K and bringing the position to 4,344 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #450.

CWA Asset Management Group first reported a position in VYM in Q4 2015 and has held it in 32 quarters since. The position peaked at $835K in Q1 2025. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

CWA Asset Management Group held 4,344 shares of Vanguard High Dividend Yield ETF worth $686K as of Q2 2026.
CWA Asset Management Group bought 1,787 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $279K.
Vanguard High Dividend Yield ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #450 holding.
CWA Asset Management Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 32 quarters since.
CWA Asset Management Group's Vanguard High Dividend Yield ETF position peaked at $835K in Q1 2025.
520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.