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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
Q2 		$2.37M Buy
14,979
+1,698
+13% +$265K 0.02% 244
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 $1.55T 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

Mather Group's VYM Position: Q2 2026 in Review

Mather Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, buying an estimated $265K and bringing the position to 14,979 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #244.

Mather Group first reported a position in VYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.24M in Q2 2023. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Mather Group held 14,979 shares of Vanguard High Dividend Yield ETF worth $2.37M as of Q2 2026.
  • Mather Group bought 1,698 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $265K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Mather Group's portfolio in Q2 2026, its #244 holding.
  • Mather Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 18 quarters since.
  • Mather Group's Vanguard High Dividend Yield ETF position peaked at $6.24M in Q2 2023.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.