CX Institutional
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CX Institutional’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CX Institutional’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
Q3 		$5.14M Sell
33,153
-114
-0.3% -$18.5K 0.14% 165
2026
Q2 		$5.26M Buy
33,267
+465
+1% +$72.7K 0.15% 148
2026
Q1 		$4.86M Sell
32,802
-196
-0.6% -$29.5K 0.15% 165
2025
Q4 		$4.74M Sell
32,998
-1,837
-5% -$261K 0.14% 151
2025
Q3 		$4.91M Buy
34,835
+1,342
+4% +$184K 0.15% 144
2025
Q2 		$4.46M Buy
33,493
+11,016
+49% +$1.4M 0.16% 147
2025
Q1 		$2.9M Sell
22,477
-9,873
-31% -$1.29M 0.11% 154
2024
Q4 		$4.13M Buy
32,350
+13,922
+76% +$1.82M 0.16% 138
2024
Q3 		$2.36M Sell
18,428
-822
-4% -$101K 0.1% 183
2024
Q2 		$2.28M Buy
19,250
+23
+0.1% +$2.73K 0.11% 193
2024
Q1 		$2.33M Buy
19,227
+16,125
+520% +$1.85M 0.11% 186
2023
Q4 		$346K Sell
3,102
-9
-0.3% -$946 0.02% 378
2023
Q3 		$321K Buy
+3,111
New +$334K 0.02% 388
2023
Q1 		– Sell
-13,073
Closed -$1.41M – 598
2022
Q4 		$1.41M Sell
13,073
-9,255
-41% -$985K 0.09% 229
2022
Q3 		$2.12M Sell
22,328
-17,222
-44% -$1.79M 0.15% 169
2022
Q2 		$4.02M Buy
+39,550
New +$4.29M 0.3% 82
2021
Q4 		– Sell
-196
Closed -$20K – 891
2021
Q3 		$20K Hold
196
– – ﹤0.01% 743
2021
Q2 		$21K Sell
196
-338
-63% -$35.5K ﹤0.01% 732
2021
Q1 		$54K Sell
534
-177
-25% -$17.1K ﹤0.01% 476
2020
Q4 		$65K Sell
711
-1,458
-67% -$127K 0.01% 407
2020
Q3 		$176K Sell
2,169
-128,236
-98% -$10.5M 0.02% 269
2020
Q2 		$10.3M Sell
130,405
-3,098
-2% -$241K 1.35% 13
2020
Q1 		$9.44M Buy
133,503
+13,901
+12% +$1.19M 1.54% 12
2019
Q4 		$11.2M Sell
119,602
-5,850
-5% -$530K 1.96% 12
2019
Q3 		$11.1M Sell
125,452
-5,567
-4% -$487K 1.8% 13
2019
Q2 		$11.4M Buy
131,019
+41,455
+46% +$3.58M 1.82% 15
2019
Q1 		$7.67M Sell
89,564
-31,945
-26% -$2.67M 1.35% 18
2018
Q4 		$9.48M Buy
121,509
+52,300
+76% +$4.36M 2% 12
2018
Q3 		$6.03M Buy
69,209
+854
+1% +$73.9K 1.99% 11
2018
Q2 		$5.68M Buy
+68,355
New +$5.72M 2.1% 12

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Twele Capital Management
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

CX Institutional's VYM Position: Q3 2026 in Review

CX Institutional reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.34% in Q3 2026, selling an estimated $18.5K and leaving 33,153 shares worth $5.14M. The position accounts for 0.14% of the portfolio, ranked #165.

CX Institutional first reported a position in VYM in Q2 2018 and has held it in 30 quarters since. The position peaked at $11.4M in Q2 2019. 490 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • CX Institutional held 33,153 shares of Vanguard High Dividend Yield ETF worth $5.14M as of Q3 2026.
  • CX Institutional sold 114 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $18.5K.
  • Vanguard High Dividend Yield ETF made up 0.14% of CX Institutional's portfolio in Q3 2026, its #165 holding.
  • CX Institutional first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 30 quarters since.
  • CX Institutional's Vanguard High Dividend Yield ETF position peaked at $11.4M in Q2 2019.
  • 490 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.