Cypress Point Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cypress Point Wealth Management’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	$1.68M	Hold	10,600	–	–	0.34%	46
2026 Q1	$1.57M	Buy	10,600 +193	+2%	+$29K	0.34%	42
2025 Q4	$1.49M	Hold	10,407	–	–	0.33%	39
2025 Q3	$1.47M	Hold	10,407	–	–	0.3%	38
2025 Q2	$1.39M	Hold	10,407	–	–	0.34%	38
2025 Q1	$1.34M	Sell	10,407 -375	-3%	-$49.1K	0.43%	36
2024 Q4	$1.38M	Hold	10,782	–	–	0.43%	37
2024 Q3	$1.38M	Sell	10,782 -1,190	-10%	-$147K	0.54%	38
2024 Q2	$1.42M	Hold	11,972	–	–	0.67%	36
2024 Q1	$1.45M	Sell	11,972 -5,110	-30%	-$585K	0.74%	33
2023 Q4	$1.91M	Sell	17,082 -3,345	-16%	-$351K	1.42%	22
2023 Q3	$2.11M	Sell	20,427 -3,000	-13%	-$322K	1.85%	16
2023 Q2	$2.48M	Sell	23,427 -5,000	-18%	-$524K	2.65%	9
2023 Q1	$3M	Sell	28,427 -855	-3%	-$92K	4.23%	7
2022 Q4	$3.17M	Buy	29,282 +6,300	+27%	+$670K	4.97%	6
2022 Q3	$2.18M	Hold	22,982	–	–	4.05%	6
2022 Q2	$2.34M	Hold	22,982	–	–	4.1%	6
2022 Q1	$2.58M	Hold	22,982	–	–	2.62%	15
2021 Q4	$2.58M	Hold	22,982	–	–	2.39%	9
2021 Q3	$2.38M	Hold	22,982	–	–	1.69%	11
2021 Q2	$2.41M	Sell	22,982 -159	-0.7%	-$16.7K	1.71%	10
2021 Q1	$2.34M	Buy	23,141 +13,600	+143%	+$1.31M	2.43%	7
2020 Q4	$873K	Buy	+9,541	New	+$829K	1.33%	22

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

Cypress Point Wealth Management's VYM Position: Q2 2026 in Review

Cypress Point Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 10,600 shares worth $1.68M. The position accounts for 0.34% of the portfolio, ranked #46.

Cypress Point Wealth Management first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.17M in Q4 2022. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cypress Point Wealth Management held 10,600 shares of Vanguard High Dividend Yield ETF worth $1.68M as of Q2 2026.
Cypress Point Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.34% of Cypress Point Wealth Management's portfolio in Q2 2026, its #46 holding.
Cypress Point Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
Cypress Point Wealth Management's Vanguard High Dividend Yield ETF position peaked at $3.17M in Q4 2022.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.