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

MBA 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
Q1 		$1.18M Buy
7,948
+41
+0.5% +$6.16K 0.45% 47
2025
Q4 		$1.13M Sell
7,907
-20
-0.3% -$2.84K 0.46% 49
2025
Q3 		$1.12M Sell
7,927
-3
-0% -$412 0.48% 48
2025
Q2 		$1.06M Buy
7,930
+113
+1% +$14.3K 0.49% 46
2025
Q1 		$1.01M Buy
7,817
+30
+0.4% +$3.93K 0.5% 49
2024
Q4 		$994K Sell
7,787
-183
-2% -$23.9K 0.5% 49
2024
Q3 		$1.02M Sell
7,970
-290
-4% -$35.8K 0.49% 50
2024
Q2 		$980K Sell
8,260
-564
-6% -$66.9K 0.5% 48
2024
Q1 		$1.07M Hold
8,824
– – 0.55% 45
2023
Q4 		$985K Sell
8,824
-158
-2% -$16.6K 0.55% 44
2023
Q3 		$928K Hold
8,982
– – 0.57% 46
2023
Q2 		$953K Sell
8,982
-435
-5% -$45.6K 0.57% 44
2023
Q1 		$993K Sell
9,417
-248
-3% -$26.7K 0.62% 46
2022
Q4 		$1.05M Sell
9,665
-277
-3% -$29.5K 0.68% 40
2022
Q3 		$943K Sell
9,942
-147
-1% -$15.3K 0.68% 41
2022
Q2 		$1.03M Sell
10,089
-62
-0.6% -$6.72K 0.71% 39
2022
Q1 		$1.14M Sell
10,151
-50
-0.5% -$5.58K 0.71% 40
2021
Q4 		$1.14M Sell
10,201
-198
-2% -$21.5K 0.71% 38
2021
Q3 		$1.07M Sell
10,399
-388
-4% -$41K 0.79% 39
2021
Q2 		$1.13K Sell
10,787
-470
-4% -$49.3K 0.53% 37
2021
Q1 		$1.14K Buy
+11,257
New +$1.09M 0.63% 35

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MBA Advisors's VYM Position: Q1 2026 in Review

MBA Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.52% in Q1 2026, buying an estimated $6.16K and bringing the position to 7,948 shares worth $1.18M. The position accounts for 0.45% of the portfolio, ranked #47.

MBA Advisors 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.

  • MBA Advisors held 7,948 shares of Vanguard High Dividend Yield ETF worth $1.18M as of Q1 2026.
  • MBA Advisors bought 41 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $6.16K.
  • Vanguard High Dividend Yield ETF made up 0.45% of MBA Advisors's portfolio in Q1 2026, its #47 holding.
  • MBA Advisors 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 MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.