MFG
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Magnus Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Magnus Financial Group’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 		$1.4M Buy
8,829
+27
+0.3% +$4.22K 0.1% 131
2026
Q1 		$1.3M Buy
8,802
+47
+0.5% +$7.07K 0.11% 133
2025
Q4 		$1.26M Sell
8,755
-433
-5% -$61.6K 0.1% 144
2025
Q3 		$1.29M Sell
9,188
-1,074
-10% -$148K 0.1% 145
2025
Q2 		$1.37M Buy
10,262
+49
+0.5% +$6.21K 0.12% 133
2025
Q1 		$1.32M Buy
10,213
+150
+1% +$19.6K 0.13% 126
2024
Q4 		$1.28M Buy
10,063
+1,669
+20% +$218K 0.12% 127
2024
Q3 		$1.08M Buy
8,394
+217
+3% +$26.8K 0.11% 144
2024
Q2 		$970K Sell
8,177
-478
-6% -$56.7K 0.11% 139
2024
Q1 		$1.05M Buy
8,655
+41
+0.5% +$4.7K 0.12% 128
2023
Q4 		$962K Buy
8,614
+1,194
+16% +$125K 0.13% 123
2023
Q3 		$767K Buy
7,420
+54
+0.7% +$5.79K 0.11% 131
2023
Q2 		$781K Buy
7,366
+70
+1% +$7.34K 0.11% 136
2023
Q1 		$770K Buy
7,296
+8
+0.1% +$860 0.12% 136
2022
Q4 		$789K Buy
7,288
+421
+6% +$44.8K 0.13% 132
2022
Q3 		$652K Buy
6,867
+93
+1% +$9.67K 0.12% 133
2022
Q2 		$689K Buy
6,774
+14
+0.2% +$1.52K 0.13% 129
2022
Q1 		$759K Buy
6,760
+149
+2% +$16.6K 0.13% 129
2021
Q4 		$741K Buy
6,611
+45
+0.7% +$4.9K 0.14% 109
2021
Q3 		$679K Buy
6,566
+8
+0.1% +$846 0.14% 103
2021
Q2 		$687K Buy
6,558
+1,588
+32% +$167K 0.15% 98
2021
Q1 		$502K Sell
4,970
-453
-8% -$43.7K 0.12% 109
2020
Q4 		$496K Buy
5,423
+140
+3% +$12.2K 0.05% 145
2020
Q3 		$428K Buy
5,283
+106
+2% +$8.68K 0.05% 143
2020
Q2 		$408K Sell
5,177
-87
-2% -$6.76K 0.05% 215
2020
Q1 		$372K Buy
5,264
+38
+0.7% +$3.27K 0.05% 204
2019
Q4 		$490K Buy
5,226
+39
+0.8% +$3.54K 0.07% 149
2019
Q3 		$460K Buy
5,187
+41
+0.8% +$3.59K 0.09% 132
2019
Q2 		$450K Buy
5,146
+397
+8% +$34.3K 0.09% 130
2019
Q1 		$407K Buy
4,749
+32
+0.7% +$2.67K 0.08% 145
2018
Q4 		$368K Buy
+4,717
New +$393K 0.1% 132

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Magnus Financial Group's VYM Position: Q2 2026 in Review

Magnus Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.31% in Q2 2026, buying an estimated $4.22K and bringing the position to 8,829 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #131.

Magnus Financial Group first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Magnus Financial Group held 8,829 shares of Vanguard High Dividend Yield ETF worth $1.4M as of Q2 2026.
  • Magnus Financial Group bought 27 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.22K.
  • Vanguard High Dividend Yield ETF made up 0.1% of Magnus Financial Group's portfolio in Q2 2026, its #131 holding.
  • Magnus Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.