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

Mayfair Advisory 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	$756K	Buy	5,106 +156	+3%	+$23.5K	0.26%	64
2025 Q4	$717K	Buy	4,950 +17	+0.3%	+$2.42K	0.28%	67
2025 Q3	$695K	Buy	4,933 +62	+1%	+$8.52K	0.3%	69
2025 Q2	$659K	Buy	4,871 +59	+1%	+$7.47K	0.31%	66
2025 Q1	$621K	Buy	4,812 +7	+0.1%	+$916	0.36%	58
2024 Q4	$613K	Buy	4,805 +8	+0.2%	+$1.04K	0.36%	56
2024 Q3	$617K	Buy	4,797 +92	+2%	+$11.4K	0.39%	47
2024 Q2	$572K	Buy	4,705 +224	+5%	+$26.6K	0.39%	48
2024 Q1	$542K	Buy	4,481 +6	+0.1%	+$687	0.39%	51
2023 Q4	$503K	Sell	4,475 -207	-4%	-$21.8K	0.43%	53
2023 Q3	$482K	Buy	4,682 +7	+0.1%	+$751	0.47%	46
2023 Q2	$490K	Buy	4,675 +9	+0.2%	+$944	0.49%	45
2023 Q1	$500K	Buy	4,666 +1,048	+29%	+$113K	0.54%	45
2022 Q4	$397K	Buy	3,618 +246	+7%	+$26.2K	0.51%	55
2022 Q3	$329K	Hold	3,372	–	–	0.46%	59
2022 Q2	$359K	Hold	3,372	–	–	0.47%	56
2022 Q1	$380K	Hold	3,372	–	–	0.49%	51
2021 Q4	$383K	Buy	3,372 +1,197	+55%	+$130K	0.51%	47
2021 Q3	$227K	Buy	2,175 +102	+5%	+$10.8K	0.35%	84
2021 Q2	$217K	Hold	2,073	–	–	0.34%	86
2021 Q1	$211K	Buy	+2,073	New	+$200K	0.38%	81

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

Mayfair Advisory Group's VYM Position: Q1 2026 in Review

Mayfair Advisory Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.2% in Q1 2026, buying an estimated $23.5K and bringing the position to 5,106 shares worth $756K. The position accounts for 0.26% of the portfolio, ranked #64.

Mayfair Advisory Group first reported a position in VYM in Q1 2021 and has held it in 21 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Mayfair Advisory Group held 5,106 shares of Vanguard High Dividend Yield ETF worth $756K as of Q1 2026.
Mayfair Advisory Group bought 156 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $23.5K.
Vanguard High Dividend Yield ETF made up 0.26% of Mayfair Advisory Group's portfolio in Q1 2026, its #64 holding.
Mayfair Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 21 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.