MHR
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Matthew Hamilton Rosenberg’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Matthew Hamilton Rosenberg’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 		$6.23M Sell
39,417
-155
-0.4% -$24.2K 1.16% 15
2026
Q1 		$5.86M Sell
39,572
-415
-1% -$62.4K 1.2% 14
2025
Q4 		$5.74M Buy
39,987
+757
+2% +$108K 1.19% 14
2025
Q3 		$5.53M Sell
39,230
-375
-0.9% -$51.5K 1.2% 14
2025
Q2 		$5.28M Buy
39,605
+562
+1% +$71.2K 1.23% 13
2025
Q1 		$5.03M Buy
39,043
+2,739
+8% +$359K 1.26% 14
2024
Q4 		$4.63M Buy
36,304
+491
+1% +$64K 1.2% 14
2024
Q3 		$4.59M Sell
35,813
-1,746
-5% -$216K 1.2% 14
2024
Q2 		$4.44M Sell
37,559
-42
-0.1% -$4.98K 1.31% 14
2024
Q1 		$4.53M Buy
37,601
+1,945
+5% +$223K 1.31% 15
2023
Q4 		$3.98M Sell
35,656
-545
-2% -$57.3K 1.22% 15
2023
Q3 		$3.74M Sell
36,201
-1,046
-3% -$112K 1.25% 15
2023
Q2 		$3.95M Sell
37,247
-4,061
-10% -$426K 1.34% 14
2023
Q1 		$4.36M Buy
41,308
+136
+0.3% +$14.6K 1.41% 13
2022
Q4 		$4.46M Buy
41,172
+8,070
+24% +$859K 1.51% 13
2022
Q3 		$3.14M Buy
33,102
+5,394
+19% +$561K 1.21% 15
2022
Q2 		$2.85M Buy
27,708
+2,881
+12% +$312K 1.07% 15
2022
Q1 		$2.79M Buy
24,827
+1,475
+6% +$165K 0.97% 18
2021
Q4 		$2.62M Buy
23,352
+4,201
+22% +$457K 0.93% 21
2021
Q3 		$1.98M Buy
19,151
+1,732
+10% +$183K 0.78% 24
2021
Q2 		$1.82M Buy
17,419
+1,216
+8% +$128K 0.95% 18
2021
Q1 		$1.64M Buy
16,203
+1,923
+13% +$186K 0.93% 18
2020
Q4 		$1.31M Sell
14,280
-35
-0.2% -$3.04K 0.82% 22
2020
Q3 		$1.16M Buy
14,315
+94
+0.7% +$7.7K 0.85% 20
2020
Q2 		$1.12M Sell
14,221
-524,186
-97% -$40.8M 0.89% 19
2020
Q1 		$539K Buy
+538,407
New +$46.3M 0.54% 25

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Matthew Hamilton Rosenberg's VYM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.39% in Q2 2026, selling an estimated $24.2K and leaving 39,417 shares worth $6.23M. The position accounts for 1.16% of the portfolio, ranked #15.

Matthew Hamilton Rosenberg first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. 517 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Matthew Hamilton Rosenberg held 39,417 shares of Vanguard High Dividend Yield ETF worth $6.23M as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 155 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $24.2K.
  • Vanguard High Dividend Yield ETF made up 1.16% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #15 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
  • 517 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.