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

Cypress Wealth Services’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
2020
Q4 		– Sell
-55,761
Closed -$4.51M – 516
2020
Q3 		$4.51M Buy
+55,761
New +$4.57M 1.16% 23

Other funds holding VYM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
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

Cypress Wealth Services's VYM Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.98% in Q2 2026, selling an estimated $69.4K and leaving 44,777 shares worth $7.08M. The position accounts for 0.87% of the portfolio, ranked #28.

Cypress Wealth Services first reported a position in VYM in Q4 2017 and has held it in 34 quarters since. 900 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cypress Wealth Services held 44,777 shares of Vanguard High Dividend Yield ETF worth $7.08M as of Q2 2026.
  • Cypress Wealth Services sold 444 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $69.4K.
  • Vanguard High Dividend Yield ETF made up 0.87% of Cypress Wealth Services's portfolio in Q2 2026, its #28 holding.
  • Cypress Wealth Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 34 quarters since.
  • 900 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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