MWM
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Maltin Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Maltin Wealth Management’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 		$495K Buy
3,341
+14
+0.4% +$2.1K 0.19% 84
2025
Q4 		$477K Buy
3,327
+16
+0.5% +$2.28K 0.19% 84
2025
Q3 		$467K Buy
3,311
+14
+0.4% +$1.92K 0.19% 82
2025
Q2 		$440K Buy
3,297
+16
+0.5% +$2.03K 0.2% 84
2025
Q1 		$423K Sell
3,281
-116
-3% -$15.2K 0.2% 86
2024
Q4 		$433K Buy
3,397
+19
+0.6% +$2.48K 0.21% 86
2024
Q3 		$433K Buy
3,378
+16
+0.5% +$1.98K 0.21% 82
2024
Q2 		$399K Buy
3,362
+21
+0.6% +$2.49K 0.21% 83
2024
Q1 		$404K Buy
3,341
+313
+10% +$35.9K 0.23% 82
2023
Q4 		$338K Sell
3,028
-833
-22% -$87.5K 0.22% 85
2023
Q3 		$399K Buy
3,861
+22
+0.6% +$2.36K 0.28% 77
2023
Q2 		$407K Buy
3,839
+25
+0.7% +$2.62K 0.29% 74
2023
Q1 		$402K Buy
3,814
+21
+0.6% +$2.26K 0.29% 73
2022
Q4 		$410K Sell
3,793
-539
-12% -$57.4K 0.3% 72
2022
Q3 		$411K Sell
4,332
-832
-16% -$86.5K 0.32% 80
2022
Q2 		$525K Buy
5,164
+270
+6% +$29.3K 0.38% 75
2022
Q1 		$549K Buy
4,894
+635
+15% +$70.8K 0.36% 73
2021
Q4 		$478K Buy
4,259
+7
+0.2% +$762 0.29% 77
2021
Q3 		$439K Buy
4,252
+2,079
+96% +$220K 0.27% 73
2021
Q2 		$228K Buy
+2,173
New +$228K 0.14% 100

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

Maltin Wealth Management's VYM Position: Q1 2026 in Review

Maltin Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.42% in Q1 2026, buying an estimated $2.1K and bringing the position to 3,341 shares worth $495K. The position accounts for 0.19% of the portfolio, ranked #84.

Maltin Wealth Management first reported a position in VYM in Q2 2021 and has held it in 20 quarters since. The position peaked at $549K in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Maltin Wealth Management held 3,341 shares of Vanguard High Dividend Yield ETF worth $495K as of Q1 2026.
  • Maltin Wealth Management bought 14 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.1K.
  • Vanguard High Dividend Yield ETF made up 0.19% of Maltin Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Maltin Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 20 quarters since.
  • Maltin Wealth Management's Vanguard High Dividend Yield ETF position peaked at $549K in Q1 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.