MBE Wealth Management
VYM icon

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
Q3 		$709K Buy
4,571
+444
+11% +$72K 0.25% 58
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% -$9.6K 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% -$4.34K 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

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

MBE Wealth Management's VYM Position: Q3 2026 in Review

MBE Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q3 2026, buying an estimated $72K and bringing the position to 4,571 shares worth $709K. The position accounts for 0.25% of the portfolio, ranked #58.

MBE Wealth Management first reported a position in VYM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.12M in Q4 2019. 1,249 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • MBE Wealth Management held 4,571 shares of Vanguard High Dividend Yield ETF worth $709K as of Q3 2026.
  • MBE Wealth Management bought 444 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $72K.
  • Vanguard High Dividend Yield ETF made up 0.25% of MBE Wealth Management's portfolio in Q3 2026, its #58 holding.
  • MBE Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's Vanguard High Dividend Yield ETF position peaked at $2.12M in Q4 2019.
  • 1,249 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.