Hirtle Callaghan & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hirtle Callaghan & Co’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	$680K	Hold	4,306	–	–	0.02%	72
2026 Q1	$638K	Hold	4,306	–	–	0.02%	77
2025 Q4	$618K	Sell	4,306 -276	-6%	-$39.3K	0.02%	78
2025 Q3	$646K	Sell	4,582 -181	-4%	-$24.9K	0.02%	73
2025 Q2	$635K	Hold	4,763	–	–	0.02%	76
2025 Q1	$614K	Hold	4,763	–	–	0.02%	80
2024 Q4	$608K	Hold	4,763	–	–	0.03%	79
2024 Q3	$611K	Hold	4,763	–	–	0.02%	71
2024 Q2	$565K	Buy	4,763 +82	+2%	+$9.72K	0.02%	70
2024 Q1	$566K	Hold	4,681	–	–	0.02%	70
2023 Q4	$523K	Sell	4,681 -500	-10%	-$52.5K	0.02%	69
2023 Q3	$535K	Hold	5,181	–	–	0.03%	63
2023 Q2	$550K	Hold	5,181	–	–	0.03%	62
2023 Q1	$547K	Buy	5,181 +1,827	+54%	+$197K	0.03%	62
2022 Q4	$363K	Hold	3,354	–	–	0.02%	95
2022 Q3	$318K	Sell	3,354 -2,229	-40%	-$232K	0.02%	90
2022 Q2	$568K	Buy	+5,583	New	+$605K	0.03%	77
2018 Q1	–	Sell	-267	Closed	-$23K	–	136
2017 Q4	$23K	Hold	267	–	–	﹤0.01%	109
2017 Q3	$22K	Hold	267	–	–	﹤0.01%	148
2017 Q2	$21K	Sell	267 -524	-66%	-$40.8K	﹤0.01%	135
2017 Q1	$62K	Hold	791	–	–	0.01%	58
2016 Q4	$59K	Buy	791 +590	+294%	+$43.3K	0.01%	57
2016 Q3	$15K	Buy	+201	New	+$14.6K	﹤0.01%	182
2014 Q1	–	Sell	-250	Closed	-$16K	–	670
2013 Q4	$16K	Hold	250	–	–	﹤0.01%	442
2013 Q3	$14K	Buy	+250	New	+$14.5K	﹤0.01%	457

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

Hirtle Callaghan & Co's VYM Position: Q2 2026 in Review

Hirtle Callaghan & Co held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 4,306 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #72.

Hirtle Callaghan & Co first reported a position in VYM in Q3 2013 and has held it in 25 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Hirtle Callaghan & Co held 4,306 shares of Vanguard High Dividend Yield ETF worth $680K as of Q2 2026.
Hirtle Callaghan & Co left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.02% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #72 holding.
Hirtle Callaghan & Co first reported a position in Vanguard High Dividend Yield ETF in Q3 2013 and has held it in 25 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.