MA Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MA Private Wealth’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 Q1	$250K	Hold	1,687	–	–	0.04%	81
2025 Q4	$242K	Hold	1,687	–	–	0.04%	79
2025 Q3	$238K	Hold	1,687	–	–	0.04%	77
2025 Q2	$225K	Hold	1,687	–	–	0.04%	78
2025 Q1	$218K	Hold	1,687	–	–	0.04%	74
2024 Q4	$215K	Hold	1,687	–	–	0.04%	71
2024 Q3	$216K	Hold	1,687	–	–	0.04%	70
2024 Q2	$200K	Hold	1,687	–	–	0.04%	75
2024 Q1	$204K	Buy	+1,687	New	+$193K	0.04%	68
2022 Q2	–	Sell	-1,881	Closed	-$211K	–	90
2022 Q1	$211K	Sell	1,881 -168	-8%	-$18.7K	0.04%	84
2021 Q4	$230K	Buy	2,049 +1	+0%	+$109	0.04%	89
2021 Q3	$212K	Buy	2,048 +1	+0%	+$106	0.04%	85
2021 Q2	$214K	Buy	2,047 +1	+0%	+$105	0.04%	87
2021 Q1	$207K	Sell	2,046 -380	-16%	-$36.7K	0.04%	90
2020 Q4	$222K	Buy	+2,426	New	+$211K	0.05%	64
2020 Q2	–	Sell	-22,082	Closed	-$1.56M	–	92
2020 Q1	$1.56M	Buy	+22,082	New	+$1.9M	0.46%	28
2019 Q4	–	Sell	-23,329	Closed	-$2.07M	–	96
2019 Q3	$2.07M	Sell	23,329 -582	-2%	-$50.9K	0.58%	26
2019 Q2	$2.09M	Sell	23,911 -6,141	-20%	-$531K	0.61%	27
2019 Q1	$2.57M	Sell	30,052 -17,768	-37%	-$1.48M	0.82%	27
2018 Q4	$3.73M	Buy	+47,820	New	+$3.99M	1.42%	20

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MA Private Wealth's VYM Position: Q1 2026 in Review

MA Private Wealth held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 1,687 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #81.

MA Private Wealth first reported a position in VYM in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.73M in Q4 2018. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

MA Private Wealth held 1,687 shares of Vanguard High Dividend Yield ETF worth $250K as of Q1 2026.
MA Private Wealth left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.04% of MA Private Wealth's portfolio in Q1 2026, its #81 holding.
MA Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 20 quarters since.
MA Private Wealth's Vanguard High Dividend Yield ETF position peaked at $3.73M in Q4 2018.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.