MWM
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MBE Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MBE Wealth Management’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 		$652K Buy
4,127
+167
+4% +$26.1K 0.23% 63
2026
Q1 		$587K Buy
3,960
+279
+8% +$41.9K 0.24% 54
2025
Q4 		$528K Buy
3,681
+557
+18% +$79.2K 0.22% 63
2025
Q3 		$440K Sell
3,124
-139
-4% -$19.1K 0.19% 68
2025
Q2 		$435K Sell
3,263
-440
-12% -$55.7K 0.19% 70
2025
Q1 		$477K Buy
3,703
+204
+6% +$26.7K 0.23% 57
2024
Q4 		$446K Sell
3,499
-734
-17% -$95.7K 0.25% 52
2024
Q3 		$543K Buy
4,233
+284
+7% +$35.1K 0.3% 48
2024
Q2 		$468K Sell
3,949
-326
-8% -$38.7K 0.28% 49
2024
Q1 		$517K Sell
4,275
-67
-2% -$7.68K 0.32% 46
2023
Q4 		$485K Sell
4,342
-76
-2% -$7.99K 0.25% 49
2023
Q3 		$456K Buy
4,418
+472
+12% +$50.6K 0.26% 44
2023
Q2 		$419K Sell
3,946
-92
-2% -$9.65K 0.23% 50
2023
Q1 		$426K Buy
4,038
+18
+0.4% +$1.94K 0.25% 43
2022
Q4 		$435K Buy
4,020
+347
+9% +$36.9K 0.28% 38
2022
Q3 		$349K Sell
3,673
-1,556
-30% -$162K 0.25% 38
2022
Q2 		$532K Sell
5,229
-40
-0.8% -$4.33K 0.37% 30
2022
Q1 		$591K Buy
5,269
+170
+3% +$19K 0.35% 30
2021
Q4 		$572K Buy
5,099
+150
+3% +$16.3K 0.29% 24
2021
Q3 		$511K Sell
4,949
-334
-6% -$35.3K 0.26% 25
2021
Q2 		$553K Sell
5,283
-284
-5% -$29.8K 0.29% 25
2021
Q1 		$563K Sell
5,567
-696
-11% -$67.1K 0.31% 32
2020
Q4 		$573K Sell
6,263
-274
-4% -$23.8K 0.39% 29
2020
Q3 		$514K Hold
6,537
– – 0.43% 26
2020
Q2 		$514K Sell
6,537
-6,251
-49% -$486K 0.43% 26
2020
Q1 		$904K Sell
12,788
-9,810
-43% -$843K 0.86% 16
2019
Q4 		$2.12M Buy
+22,598
New +$2.05M 2.12% 9

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

MBE Wealth Management's VYM Position: Q2 2026 in Review

MBE Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q2 2026, buying an estimated $26.1K and bringing the position to 4,127 shares worth $652K. The position accounts for 0.23% of the portfolio, ranked #63.

MBE Wealth Management first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.12M in Q4 2019. 1,029 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • MBE Wealth Management held 4,127 shares of Vanguard High Dividend Yield ETF worth $652K as of Q2 2026.
  • MBE Wealth Management bought 167 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $26.1K.
  • Vanguard High Dividend Yield ETF made up 0.23% of MBE Wealth Management's portfolio in Q2 2026, its #63 holding.
  • MBE Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • MBE Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.12M in Q4 2019.
  • 1,029 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.