MFS
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Madrona Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Madrona Financial Services’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 		$288K Buy
1,822
+238
+15% +$37.2K 0.05% 108
2026
Q1 		$235K Sell
1,584
-2,003
-56% -$301K 0.05% 107
2025
Q4 		$515K Sell
3,587
-58
-2% -$8.25K 0.11% 69
2025
Q3 		$514K Sell
3,645
-20
-0.5% -$2.75K 0.11% 61
2025
Q2 		$489K Buy
3,665
+192
+6% +$24.3K 0.12% 63
2025
Q1 		$448K Buy
3,473
+78
+2% +$10.2K 0.12% 63
2024
Q4 		$433K Sell
3,395
-129
-4% -$16.8K 0.12% 64
2024
Q3 		$452K Sell
3,524
-179
-5% -$22.1K 0.13% 60
2024
Q2 		$439K Buy
3,703
+584
+19% +$69.3K 0.13% 57
2024
Q1 		$377K Sell
3,119
-8
-0.3% -$917 0.13% 59
2023
Q4 		$349K Buy
3,127
+165
+6% +$17.3K 0.14% 58
2023
Q3 		$306K Buy
2,962
+1
+0% +$107 0.14% 72
2023
Q2 		$314K Sell
2,961
-10
-0.3% -$1.05K 0.15% 73
2023
Q1 		$313K Sell
2,971
-15
-0.5% -$1.61K 0.17% 61
2022
Q4 		$323K Buy
2,986
+81
+3% +$8.62K 0.19% 52
2022
Q3 		$276K Hold
2,905
– – 0.17% 52
2022
Q2 		$295K Buy
2,905
+1
+0% +$108 0.17% 58
2022
Q1 		$327K Buy
2,904
+1
+0% +$112 0.16% 58
2021
Q4 		$325K Buy
2,903
+311
+12% +$33.8K 0.14% 56
2021
Q3 		$268K Buy
+2,592
New +$274K 0.13% 56

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

Madrona Financial Services's VYM Position: Q2 2026 in Review

Madrona Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,822 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #108.

Madrona Financial Services first reported a position in VYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $515K in Q4 2025. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Madrona Financial Services held 1,822 shares of Vanguard High Dividend Yield ETF worth $288K as of Q2 2026.
  • Madrona Financial Services bought 238 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $37.2K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #108 holding.
  • Madrona Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2021 and has held it in 20 quarters since.
  • Madrona Financial Services's Vanguard High Dividend Yield ETF position peaked at $515K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.