Mason Investment Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mason Investment Advisory 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 Q1	$649K	Sell	4,384 -179	-4%	-$26.9K	0.03%	42
2025 Q4	$655K	Hold	4,563	–	–	0.03%	45
2025 Q3	$643K	Sell	4,563 -376	-8%	-$51.7K	0.03%	46
2025 Q2	$658K	Buy	4,939 +3	+0.1%	+$380	0.04%	38
2025 Q1	$637K	Buy	4,936 +3	+0.1%	+$393	0.04%	37
2024 Q4	$629K	Buy	4,933 +3	+0.1%	+$391	0.04%	39
2024 Q3	$632K	Sell	4,930 -92	-2%	-$11.4K	0.04%	36
2024 Q2	$596K	Sell	5,022 -147	-3%	-$17.4K	0.04%	36
2024 Q1	$625K	Hold	5,169	–	–	0.04%	30
2023 Q4	$577K	Buy	5,169 +433	+9%	+$45.5K	0.04%	33
2023 Q3	$489K	Hold	4,736	–	–	0.05%	32
2023 Q2	$502K	Hold	4,736	–	–	0.04%	30
2023 Q1	$500K	Sell	4,736 -14	-0.3%	-$1.51K	0.05%	27
2022 Q4	$514K	Sell	4,750 -16	-0.3%	-$1.7K	0.05%	33
2022 Q3	$452K	Sell	4,766 -120	-2%	-$12.5K	0.05%	33
2022 Q2	$497K	Sell	4,886 -568	-10%	-$61.6K	0.05%	34
2022 Q1	$612K	Buy	5,454 +634	+13%	+$70.7K	0.05%	65
2021 Q4	$540K	Buy	4,820 +257	+6%	+$28K	0.04%	65
2021 Q3	$472K	Buy	4,563 +2,155	+89%	+$228K	0.05%	64
2021 Q2	$252K	Buy	+2,408	New	+$253K	0.03%	86

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

Mason Investment Advisory Services's VYM Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.9% in Q1 2026, selling an estimated $26.9K and leaving 4,384 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #42.

Mason Investment Advisory Services first reported a position in VYM in Q2 2021 and has held it in 20 quarters since. The position peaked at $658K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Mason Investment Advisory Services held 4,384 shares of Vanguard High Dividend Yield ETF worth $649K as of Q1 2026.
Mason Investment Advisory Services sold 179 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $26.9K.
Vanguard High Dividend Yield ETF made up 0.03% of Mason Investment Advisory Services's portfolio in Q1 2026, its #42 holding.
Mason Investment Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and has held it in 20 quarters since.
Mason Investment Advisory Services's Vanguard High Dividend Yield ETF position peaked at $658K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.