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HM Payson & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

HM Payson & 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 		$1.55M Sell
9,826
-545
-5% -$85.2K 0.02% 191
2026
Q1 		$1.54M Buy
10,371
+582
+6% +$87.5K 0.02% 182
2025
Q4 		$1.4M Sell
9,789
-5,225
-35% -$743K 0.02% 183
2025
Q3 		$2.12M Buy
15,014
+5,550
+59% +$763K 0.03% 152
2025
Q2 		$1.26M Sell
9,464
-166
-2% -$21K 0.02% 187
2025
Q1 		$1.24M Sell
9,630
-370
-4% -$48.4K 0.02% 191
2024
Q4 		$1.28M Sell
10,000
-25
-0.2% -$3.26K 0.02% 192
2024
Q3 		$1.29M Sell
10,025
-95
-0.9% -$11.7K 0.02% 195
2024
Q2 		$1.2M Sell
10,120
-45
-0.4% -$5.34K 0.02% 193
2024
Q1 		$1.23M Sell
10,165
-299
-3% -$34.3K 0.02% 192
2023
Q4 		$1.17M Sell
10,464
-2,181
-17% -$229K 0.02% 192
2023
Q3 		$1.31M Buy
12,645
+114
+0.9% +$12.2K 0.03% 169
2023
Q2 		$1.33M Sell
12,531
-325
-3% -$34.1K 0.03% 166
2023
Q1 		$1.36M Sell
12,856
-400
-3% -$43K 0.03% 164
2022
Q4 		$1.43M Hold
13,256
– – 0.04% 162
2022
Q3 		$1.26M Sell
13,256
-85
-0.6% -$8.84K 0.03% 165
2022
Q2 		$1.36M Buy
13,341
+200
+2% +$21.7K 0.03% 169
2022
Q1 		$1.48M Buy
13,141
+663
+5% +$73.9K 0.03% 169
2021
Q4 		$1.4M Sell
12,478
-496
-4% -$54K 0.03% 178
2021
Q3 		$1.34M Sell
12,974
-749
-5% -$79.2K 0.03% 179
2021
Q2 		$1.44M Sell
13,723
-7,676
-36% -$806K 0.04% 178
2021
Q1 		$2.16M Buy
21,399
+220
+1% +$21.2K 0.06% 158
2020
Q4 		$1.94M Sell
21,179
-911
-4% -$79.1K 0.05% 158
2020
Q3 		$1.79M Buy
22,090
+8,454
+62% +$692K 0.06% 152
2020
Q2 		$1.07M Hold
13,636
– – 0.04% 177
2020
Q1 		$965K Sell
13,636
-35
-0.3% -$3.01K 0.04% 171
2019
Q4 		$1.28M Sell
13,671
-1,950
-12% -$177K 0.04% 177
2019
Q3 		$1.39M Buy
15,621
+440
+3% +$38.5K 0.05% 170
2019
Q2 		$1.33M Sell
15,181
-5,610
-27% -$485K 0.05% 172
2019
Q1 		$1.78M Buy
+20,791
New +$1.74M 0.07% 143
2018
Q4 		– Sell
-17,055
Closed -$1.49M – 325
2018
Q3 		$1.49M Sell
17,055
-6,688
-28% -$579K 0.07% 150
2018
Q2 		$1.97M Sell
23,743
-5,202
-18% -$436K 0.08% 137
2018
Q1 		$2.39M Sell
28,945
-21,782
-43% -$1.87M 0.1% 130
2017
Q4 		$4.34M Buy
50,727
+12,251
+32% +$1.02M 0.17% 104
2017
Q3 		$3.12M Sell
38,476
-3,914
-9% -$311K 0.13% 114
2017
Q2 		$3.31M Sell
42,390
-7,217
-15% -$562K 0.15% 108
2017
Q1 		$3.85M Sell
49,607
-65,645
-57% -$5.07M 0.18% 98
2016
Q4 		$8.73M Sell
115,252
-862
-0.7% -$63.3K 0.42% 64
2016
Q3 		$8.38M Sell
116,114
-998
-0.9% -$72.5K 0.41% 64
2016
Q2 		$8.37M Buy
117,112
+4,815
+4% +$337K 0.42% 64
2016
Q1 		$7.75M Buy
112,297
+3,610
+3% +$236K 0.4% 62
2015
Q4 		$7.25M Sell
108,687
-3,862
-3% -$259K 0.37% 70
2015
Q3 		$7.05M Buy
112,549
+521
+0.5% +$34.3K 0.38% 71
2015
Q2 		$7.54M Sell
112,028
-603
-0.5% -$41.8K 0.38% 72
2015
Q1 		$7.69M Sell
112,631
-4,941
-4% -$340K 0.38% 74
2014
Q4 		$8.08M Sell
117,572
-1,754
-1% -$119K 0.4% 73
2014
Q3 		$7.92M Sell
119,326
-4,389
-4% -$293K 0.41% 73
2014
Q2 		$8.2M Sell
123,715
-14,933
-11% -$965K 0.42% 73
2014
Q1 		$8.75M Sell
138,648
-34,240
-20% -$2.1M 0.46% 65
2013
Q4 		$10.8M Sell
172,888
-5,433
-3% -$328K 0.58% 54
2013
Q3 		$10.3M Sell
178,321
-17,332
-9% -$1.01M 0.59% 52
2013
Q2 		$11M Buy
+195,653
New +$11.1M 0.66% 46

Other funds holding VYM

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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HM Payson & Co's VYM Position: Q2 2026 in Review

HM Payson & Co reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.3% in Q2 2026, selling an estimated $85.2K and leaving 9,826 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #191.

HM Payson & Co first reported a position in VYM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11M in Q2 2013. 424 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • HM Payson & Co held 9,826 shares of Vanguard High Dividend Yield ETF worth $1.55M as of Q2 2026.
  • HM Payson & Co sold 545 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $85.2K.
  • Vanguard High Dividend Yield ETF made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #191 holding.
  • HM Payson & Co first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 52 quarters since.
  • HM Payson & Co's Vanguard High Dividend Yield ETF position peaked at $11M in Q2 2013.
  • 424 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.