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 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	$9.45M	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional's VYM Position: Q2 2026 in Review

CX Institutional increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, buying an estimated $72.7K and bringing the position to 33,267 shares worth $5.26M. The position accounts for 0.15% of the portfolio, ranked #148.

CX Institutional first reported a position in VYM in Q2 2018 and has held it in 29 quarters since. The position peaked at $11.4M in Q2 2019. 2,060 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

CX Institutional held 33,267 shares of Vanguard High Dividend Yield ETF worth $5.26M as of Q2 2026.
CX Institutional bought 465 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $72.7K.
Vanguard High Dividend Yield ETF made up 0.15% of CX Institutional's portfolio in Q2 2026, its #148 holding.
CX Institutional first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and has held it in 29 quarters since.
CX Institutional's Vanguard High Dividend Yield ETF position peaked at $11.4M in Q2 2019.
2,060 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.