MBA Advisors
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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
Q3 		$1.18M Sell
7,597
-85
-1% -$13.8K 0.39% 49
2026
Q2 		$1.21M Sell
7,682
-266
-3% -$41.6K 0.41% 49
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 		$1.08M Sell
10,399
-388
-4% -$41K 0.79% 39
2021
Q2 		$1.13M Sell
10,787
-470
-4% -$49.3K 0.53% 37
2021
Q1 		$1.14M Buy
+11,257
New +$1.09M 0.63% 35

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

MBA Advisors's VYM Position: Q3 2026 in Review

MBA Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q3 2026, selling an estimated $13.8K and leaving 7,597 shares worth $1.18M. The position accounts for 0.39% of the portfolio, ranked #49.

MBA Advisors first reported a position in VYM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.21M in Q2 2026. 1,343 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • MBA Advisors held 7,597 shares of Vanguard High Dividend Yield ETF worth $1.18M as of Q3 2026.
  • MBA Advisors sold 85 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $13.8K.
  • Vanguard High Dividend Yield ETF made up 0.39% of MBA Advisors's portfolio in Q3 2026, its #49 holding.
  • MBA Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's Vanguard High Dividend Yield ETF position peaked at $1.21M in Q2 2026.
  • 1,343 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.