CWP
VYM icon

Cyndeo Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cyndeo Wealth 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 		$566K Buy
3,584
+659
+23% +$103K 0.03% 335
2026
Q1 		$433K Buy
2,925
+50
+2% +$7.52K 0.02% 349
2025
Q4 		$413K Hold
2,875
– – 0.02% 350
2025
Q3 		$405K Sell
2,875
-3
-0.1% -$412 0.02% 340
2025
Q2 		$384K Buy
2,878
+3
+0.1% +$380 0.02% 340
2025
Q1 		$371K Sell
2,875
-258
-8% -$33.8K 0.02% 333
2024
Q4 		$400K Hold
3,133
– – 0.03% 327
2024
Q3 		$402K Hold
3,133
– – 0.03% 325
2024
Q2 		$372K Hold
3,133
– – 0.03% 310
2024
Q1 		$379K Hold
3,133
– – 0.03% 296
2023
Q4 		$350K Hold
3,133
– – 0.03% 291
2023
Q3 		$324K Hold
3,133
– – 0.03% 264
2023
Q2 		$332K Sell
3,133
-80
-2% -$8.39K 0.03% 255
2023
Q1 		$339K Buy
3,213
+80
+3% +$8.6K 0.04% 250
2022
Q4 		$339K Buy
+3,133
New +$333K 0.04% 249

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
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cyndeo Wealth Partners's VYM Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 23% in Q2 2026, buying an estimated $103K and bringing the position to 3,584 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #335.

Cyndeo Wealth Partners first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cyndeo Wealth Partners held 3,584 shares of Vanguard High Dividend Yield ETF worth $566K as of Q2 2026.
  • Cyndeo Wealth Partners bought 659 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $103K.
  • Vanguard High Dividend Yield ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #335 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.