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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McAdam LLC's VYM Position: Q1 2026 in Review

McAdam LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q1 2026, selling an estimated $8.72K and leaving 3,635 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #234.

McAdam LLC first reported a position in VYM in Q1 2018 and has held it in 16 quarters since. The position peaked at $556K in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • McAdam LLC held 3,635 shares of Vanguard High Dividend Yield ETF worth $538K as of Q1 2026.
  • McAdam LLC sold 58 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $8.72K.
  • Vanguard High Dividend Yield ETF made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #234 holding.
  • McAdam LLC first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 16 quarters since.
  • McAdam LLC's Vanguard High Dividend Yield ETF position peaked at $556K in Q4 2024.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.