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M Holdings Securities’s Vanguard High Dividend Yield ETF VYM Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-2,143
Closed -$227K – 314
2023
Q2 		$227K Sell
2,143
-1,426
-40% -$150K 0.05% 176
2023
Q1 		$374K Buy
+3,569
New +$384K 0.04% 313

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M Holdings Securities's VYM Position: Q1 2026 in Review

M Holdings Securities reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.1% in Q1 2026, selling an estimated $197K and leaving 31,077 shares worth $4.62M. The position accounts for 0.31% of the portfolio, ranked #59.

M Holdings Securities first reported a position in VYM in Q3 2014 and has held it in 29 quarters since. The position peaked at $4.65M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • M Holdings Securities held 31,077 shares of Vanguard High Dividend Yield ETF worth $4.62M as of Q1 2026.
  • M Holdings Securities sold 1,313 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $197K.
  • Vanguard High Dividend Yield ETF made up 0.31% of M Holdings Securities's portfolio in Q1 2026, its #59 holding.
  • M Holdings Securities first reported a position in Vanguard High Dividend Yield ETF in Q3 2014 and has held it in 29 quarters since.
  • M Holdings Securities's Vanguard High Dividend Yield ETF position peaked at $4.65M in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.