VYM β€” Vanguard High Dividend Yield Index

Ownership history in CoreFirst Bank & Trust  Β·  13 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Vanguard High Dividend Yield Index (VYM) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.45% in 2025 Q1. The latest visible filing shows VYM at 3.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreFirst Bank & Trust's position in Vanguard High Dividend Yield Index, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VYM was reported at 3.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.45% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreFirst Bank & Trust held VYM β€” position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39,015 -1,314 -3.3% 3.03% $5.6M 2026-02-14 (Est.) $154.46
2025 Q3 REDUCED 40,329 -2,075 -4.9% 3.07% $5.7M 2025-11-13 $139.50
2025 Q2 ADDED 42,404 +757 +1.8% 3.19% $5.7M 2025-08-14 $134.88
2025 Q1 ADDED 41,647 +143 +0.3% 3.45% $5.4M 2025-04-29 $121.23
2024 Q4 REDUCED 41,504 -565 -1.3% 3.15% $5.3M 2025-02-11 $129.64
2024 Q2 REDUCED 42,069 -212 -0.5% 3.36% $5.0M 2024-08-14 $116.26
2024 Q1 ADDED 42,281 +160 +0.4% 3.20% $5.1M 2024-05-15 $114.83
2023 Q4 ADDED 42,121 +5,479 +15.0% 3.13% $4.7M 2024-03-18 $110.88
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreFirst Bank & Trust reported owning VYM?

CoreFirst Bank & Trust reported VYM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VYM position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for VYM was 3.45% in 2025 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 39,015 shares, equal to 3.03% of portfolio, with an estimated market value of $5.6M.

What does the chart on this VYM ownership page compare?

The chart compares CoreFirst Bank & Trust's quarterly VYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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