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
Q3 		$6.04M Sell
38,920
-497
-1% -$80.6K 1.08% 15
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Matthew Hamilton Rosenberg's VYM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q3 2026, selling an estimated $80.6K and leaving 38,920 shares worth $6.04M. The position accounts for 1.08% of the portfolio, ranked #15.

Matthew Hamilton Rosenberg first reported a position in VYM in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.23M in Q2 2026. 1,343 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 38,920 shares of Vanguard High Dividend Yield ETF worth $6.04M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 497 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $80.6K.
  • Vanguard High Dividend Yield ETF made up 1.08% of Matthew Hamilton Rosenberg's portfolio in Q3 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 27 quarters since.
  • Matthew Hamilton Rosenberg's Vanguard High Dividend Yield ETF position peaked at $6.23M in Q2 2026.
  • 1,343 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.