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Mather Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mather 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
Q1 		$1.97M Buy
13,281
+87
+0.7% +$13.1K 0.02% 229
2025
Q4 		$1.89M Buy
13,194
+542
+4% +$77.1K 0.02% 209
2025
Q3 		$1.78M Sell
12,652
-142
-1% -$19.5K 0.02% 210
2025
Q2 		$1.71M Buy
12,794
+198
+2% +$25.1K 0.02% 206
2025
Q1 		$1.62M Buy
12,596
+398
+3% +$52.1K 0.02% 195
2024
Q4 		$1.56M Buy
12,198
+5
+0% +$652 0.02% 187
2024
Q3 		$1.56M Sell
12,193
-2,566
-17% -$317K 0.02% 191
2024
Q2 		$1.79M Buy
14,759
+2,353
+19% +$279K 0.02% 199
2024
Q1 		$1.38M Buy
12,406
+95
+0.8% +$10.9K 0.02% 181
2023
Q4 		$1.37M Sell
12,311
-7
-0.1% -$736 0.02% 190
2023
Q3 		$1.27M Sell
12,318
-46,532
-79% -$4.99M 0.02% 186
2023
Q2 		$6.24M Buy
58,850
+49,834
+553% +$5.23M 0.1% 87
2023
Q1 		$951K Sell
9,016
-70
-0.8% -$7.53K 0.02% 219
2022
Q4 		$983K Sell
9,086
-2,094
-19% -$223K 0.02% 212
2022
Q3 		$1.06M Sell
11,180
-1,210
-10% -$126K 0.02% 189
2022
Q2 		$1.26M Buy
12,390
+8,023
+184% +$869K 0.03% 159
2022
Q1 		$490K Buy
+4,367
New +$487K 0.01% 267

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

Mather Group's VYM Position: Q1 2026 in Review

Mather Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.66% in Q1 2026, buying an estimated $13.1K and bringing the position to 13,281 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #229.

Mather Group first reported a position in VYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.24M in Q2 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Mather Group held 13,281 shares of Vanguard High Dividend Yield ETF worth $1.97M as of Q1 2026.
  • Mather Group bought 87 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $13.1K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #229 holding.
  • Mather Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 17 quarters since.
  • Mather Group's Vanguard High Dividend Yield ETF position peaked at $6.24M in Q2 2023.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.