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Mayflower Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mayflower Financial Advisors’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 		$2.38M Buy
15,052
+3,130
+26% +$489K 0.21% 106
2026
Q1 		$1.77M Buy
11,922
+4,327
+57% +$651K 0.21% 108
2025
Q4 		$1.09M Buy
7,595
+1
+0% +$142 0.13% 153
2025
Q3 		$1.07M Buy
7,594
+469
+7% +$64.4K 0.13% 152
2025
Q2 		$950K Buy
7,125
+42
+0.6% +$5.32K 0.13% 153
2025
Q1 		$913K Buy
7,083
+86
+1% +$11.3K 0.14% 154
2024
Q4 		$893K Buy
6,997
+54
+0.8% +$7.04K 0.13% 150
2024
Q3 		$890K Sell
6,943
-233
-3% -$28.8K 0.13% 149
2024
Q2 		$851K Buy
7,176
+468
+7% +$55.5K 0.14% 146
2024
Q1 		$812K Buy
6,708
+371
+6% +$42.5K 0.14% 154
2023
Q4 		$707K Sell
6,337
-323
-5% -$33.9K 0.1% 170
2023
Q3 		$688K Sell
6,660
-120
-2% -$12.9K 0.1% 155
2023
Q2 		$719K Buy
6,780
+110
+2% +$11.5K 0.09% 161
2023
Q1 		$704K Sell
6,670
-130
-2% -$14K 0.09% 160
2022
Q4 		$736K Buy
6,800
+312
+5% +$33.2K 0.1% 151
2022
Q3 		$616K Buy
6,488
+488
+8% +$50.7K 0.1% 150
2022
Q2 		$610K Buy
6,000
+452
+8% +$49K 0.09% 160
2022
Q1 		$623K Buy
5,548
+202
+4% +$22.5K 0.08% 171
2021
Q4 		$599K Buy
5,346
+362
+7% +$39.4K 0.08% 176
2021
Q3 		$538K Buy
4,984
+486
+11% +$51.4K 0.07% 178
2021
Q2 		$471K Buy
4,498
+43
+1% +$4.51K 0.06% 179
2021
Q1 		$450K Buy
4,455
+324
+8% +$31.3K 0.07% 178
2020
Q4 		$378K Buy
+4,131
New +$359K 0.07% 170

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

Mayflower Financial Advisors's VYM Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 26% in Q2 2026, buying an estimated $489K and bringing the position to 15,052 shares worth $2.38M. The position accounts for 0.21% of the portfolio, ranked #106.

Mayflower Financial Advisors first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Mayflower Financial Advisors held 15,052 shares of Vanguard High Dividend Yield ETF worth $2.38M as of Q2 2026.
  • Mayflower Financial Advisors bought 3,130 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $489K.
  • Vanguard High Dividend Yield ETF made up 0.21% of Mayflower Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.