TCV Trust & Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

TCV Trust & 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	$543K	Hold	3,435	–	–	0.04%	145
2026 Q1	$509K	Hold	3,435	–	–	0.04%	144
2025 Q4	$493K	Hold	3,435	–	–	0.04%	147
2025 Q3	$484K	Hold	3,435	–	–	0.04%	148
2025 Q2	$458K	Hold	3,435	–	–	0.04%	152
2025 Q1	$443K	Hold	3,435	–	–	0.04%	148
2024 Q4	$438K	Hold	3,435	–	–	0.04%	149
2024 Q3	$440K	Hold	3,435	–	–	0.04%	148
2024 Q2	$407K	Hold	3,435	–	–	0.04%	148
2024 Q1	$416K	Hold	3,435	–	–	0.04%	153
2023 Q4	$383K	Sell	3,435 -755	-18%	-$79.3K	0.04%	154
2023 Q3	$433K	Hold	4,190	–	–	0.05%	138
2023 Q2	$444K	Sell	4,190 -335	-7%	-$35.1K	0.05%	137
2023 Q1	$477K	Hold	4,525	–	–	0.05%	137
2022 Q4	$490K	Buy	+4,525	New	+$481K	0.06%	140

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

TCV Trust & Wealth Management's VYM Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,435 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #145.

TCV Trust & Wealth Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 1,114 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

TCV Trust & Wealth Management held 3,435 shares of Vanguard High Dividend Yield ETF worth $543K as of Q2 2026.
TCV Trust & Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.04% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #145 holding.
TCV Trust & Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
1,114 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.