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McAdam LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McAdam LLC’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 		$398K Sell
2,516
-1,119
-31% -$175K 0.02% 320
2026
Q1 		$538K Sell
3,635
-58
-2% -$8.72K 0.02% 234
2025
Q4 		$530K Buy
3,693
+1
+0% +$142 0.02% 225
2025
Q3 		$520K Buy
3,692
+71
+2% +$9.76K 0.03% 210
2025
Q2 		$483K Sell
3,621
-302
-8% -$38.3K 0.03% 214
2025
Q1 		$506K Sell
3,923
-436
-10% -$57.1K 0.03% 190
2024
Q4 		$556K Buy
4,359
+49
+1% +$6.39K 0.03% 187
2024
Q3 		$553K Sell
4,310
-264
-6% -$32.6K 0.03% 186
2024
Q2 		$543K Sell
4,574
-12
-0.3% -$1.42K 0.03% 171
2024
Q1 		$555K Buy
4,586
+182
+4% +$20.9K 0.04% 162
2023
Q4 		$492K Buy
4,404
+1,028
+30% +$108K 0.04% 166
2023
Q3 		$349K Hold
3,376
– – 0.03% 182
2023
Q2 		$358K Buy
3,376
+12
+0.4% +$1.26K 0.03% 183
2023
Q1 		$355K Buy
+3,364
New +$362K 0.03% 180
2018
Q4 		– Sell
-43
Closed -$4K – 614
2018
Q3 		$4K Sell
43
-81
-65% -$7.01K ﹤0.01% 451
2018
Q2 		$10K Buy
124
+86
+226% +$7.2K ﹤0.01% 331
2018
Q1 		$3K Buy
+38
New +$3.27K ﹤0.01% 495

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McAdam LLC's VYM Position: Q2 2026 in Review

McAdam LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 31% in Q2 2026, selling an estimated $175K and leaving 2,516 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #320.

McAdam LLC first reported a position in VYM in Q1 2018 and has held it in 17 quarters since. The position peaked at $556K in Q4 2024. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • McAdam LLC held 2,516 shares of Vanguard High Dividend Yield ETF worth $398K as of Q2 2026.
  • McAdam LLC sold 1,119 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $175K.
  • Vanguard High Dividend Yield ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #320 holding.
  • McAdam LLC first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 17 quarters since.
  • McAdam LLC's Vanguard High Dividend Yield ETF position peaked at $556K in Q4 2024.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.