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

MASECO 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 Q2	$4.42M	Sell	27,979 -655	-2%	-$102K	0.12%	37
2026 Q1	$4.24M	Sell	28,634 -855	-3%	-$129K	0.13%	36
2025 Q4	$4.23M	Buy	+29,489	New	+$4.19M	0.18%	31
2025 Q3	–	Sell	-28,468	Closed	-$3.79M	–	523
2025 Q2	$3.79M	Buy	+28,468	New	+$3.61M	0.14%	37

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MASECO Private Wealth's VYM Position: Q2 2026 in Review

MASECO Private Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.3% in Q2 2026, selling an estimated $102K and leaving 27,979 shares worth $4.42M. The position accounts for 0.12% of the portfolio, ranked #37.

MASECO Private Wealth first reported a position in VYM in Q2 2025 and has held it in 4 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

MASECO Private Wealth held 27,979 shares of Vanguard High Dividend Yield ETF worth $4.42M as of Q2 2026.
MASECO Private Wealth sold 655 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $102K.
Vanguard High Dividend Yield ETF made up 0.12% of MASECO Private Wealth's portfolio in Q2 2026, its #37 holding.
MASECO Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 4 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.