MBM Wealth Consultants’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MBM Wealth Consultants’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	$52M	Sell	329,351 -2,025	-0.6%	-$316K	10.04%	2
2026 Q1	$49.1M	Buy	331,376 +4,386	+1%	+$659K	11.27%	1
2025 Q4	$46.9M	Sell	326,990 -376	-0.1%	-$53.5K	11.16%	2
2025 Q3	$46.1M	Sell	327,366 -1,083	-0.3%	-$149K	11.46%	2
2025 Q2	$43.8M	Buy	328,449 +6,831	+2%	+$865K	11.72%	2
2025 Q1	$41.5M	Buy	321,618 +3,517	+1%	+$460K	12.26%	2
2024 Q4	$40.6M	Buy	318,101 +6,041	+2%	+$788K	12.08%	2
2024 Q3	$40M	Buy	312,060 +6,560	+2%	+$810K	12.62%	2
2024 Q2	$36.3M	Buy	305,500 +4,320	+1%	+$512K	12.39%	3
2024 Q1	$36.4M	Buy	301,180 +1,453	+0.5%	+$166K	12.82%	2
2023 Q4	$34M	Buy	299,727 +26,403	+10%	+$2.77M	12.69%	2
2023 Q3	$28M	Buy	273,324 +12,437	+5%	+$1.33M	12.18%	2
2023 Q2	$27.9M	Buy	260,887 +36,552	+16%	+$3.83M	11.96%	3
2023 Q1	$26.2M	Hold	224,335	–	–	10.7%	2
2022 Q4	$24.2M	Buy	224,335 +3,188	+1%	+$339K	11.21%	1
2022 Q3	$21.6M	Buy	221,147 +18,092	+9%	+$1.88M	10.39%	1
2022 Q2	$20.7M	Buy	203,055 +6,570	+3%	+$712K	10.1%	1
2022 Q1	$22.1M	Buy	196,485 +68,038	+53%	+$7.59M	9.16%	2
2021 Q4	$14.4M	Buy	128,447 +10,178	+9%	+$1.11M	5.98%	2
2021 Q3	$12.2M	Buy	118,269 +4,448	+4%	+$470K	5.58%	2
2021 Q2	$11.9M	Buy	113,821 +1,245	+1%	+$131K	5.6%	2
2021 Q1	$11.4M	Sell	112,576 -957	-0.8%	-$92.3K	5.78%	4
2020 Q4	$10.4M	Buy	113,533 +6,792	+6%	+$590K	5.66%	3
2020 Q3	$8.64M	Buy	106,741 +6,474	+6%	+$530K	5.52%	5
2020 Q2	$7.9M	Buy	100,267 +1,199	+1%	+$93.2K	5.57%	5
2020 Q1	$7.01M	Buy	99,068 +8,282	+9%	+$712K	5.8%	5
2019 Q4	$8.51M	Buy	90,786 +427	+0.5%	+$38.7K	6.31%	3
2019 Q3	$8.02M	Buy	90,359 +3,551	+4%	+$311K	6.3%	3
2019 Q2	$7.61M	Buy	86,808 +2,671	+3%	+$231K	6.33%	2
2019 Q1	$7.21M	Buy	84,137 +2,420	+3%	+$202K	6.32%	3
2018 Q4	$6.37M	Buy	+81,717	New	+$6.82M	6.21%	3

Other funds holding VYM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

MBM Wealth Consultants's VYM Position: Q2 2026 in Review

MBM Wealth Consultants reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.61% in Q2 2026, selling an estimated $316K and leaving 329,351 shares worth $52M. The position accounts for 10.04% of the portfolio, ranked #2.

MBM Wealth Consultants first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 1,039 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

MBM Wealth Consultants held 329,351 shares of Vanguard High Dividend Yield ETF worth $52M as of Q2 2026.
MBM Wealth Consultants sold 2,025 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $316K.
Vanguard High Dividend Yield ETF made up 10.04% of MBM Wealth Consultants's portfolio in Q2 2026, its #2 holding.
MBM Wealth Consultants first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
1,039 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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