McGlone Suttner Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McGlone Suttner 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	$6.22M	Buy	39,351 +322	+0.8%	+$50.3K	0.73%	20
2026 Q1	$5.78M	Buy	39,029 +161	+0.4%	+$24.2K	0.77%	20
2025 Q4	$5.58M	Sell	38,868 -1,139	-3%	-$162K	0.75%	20
2025 Q3	$5.64M	Buy	40,007 +19	+0%	+$2.61K	0.79%	19
2025 Q2	$5.33M	Sell	39,988 -631	-2%	-$79.9K	0.8%	17
2025 Q1	$5.24M	Sell	40,619 -1,051	-3%	-$138K	0.86%	17
2024 Q4	$5.32M	Buy	41,670 +4,865	+13%	+$634K	0.89%	18
2024 Q3	$4.72M	Sell	36,805 -8,753	-19%	-$1.08M	0.98%	16
2024 Q2	$5.09M	Buy	45,558 +1,900	+4%	+$225K	1.04%	15
2024 Q1	$5.28M	Sell	43,658 -1,900	-4%	-$218K	0.99%	16
2023 Q4	$5.09M	Sell	45,558 -275	-0.6%	-$28.9K	1.01%	15
2023 Q3	$4.74M	Sell	45,833 -6,505	-12%	-$698K	1.1%	14
2023 Q2	$5.55M	Sell	52,338 -647	-1%	-$67.9K	1.27%	13
2023 Q1	$5.59M	Buy	52,985 +34	+0.1%	+$3.66K	1.44%	12
2022 Q4	$5.73M	Buy	+52,951	New	+$5.63M	1.82%	11

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McGlone Suttner Wealth Management's VYM Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.83% in Q2 2026, buying an estimated $50.3K and bringing the position to 39,351 shares worth $6.22M. The position accounts for 0.73% of the portfolio, ranked #20.

McGlone Suttner Wealth Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

McGlone Suttner Wealth Management held 39,351 shares of Vanguard High Dividend Yield ETF worth $6.22M as of Q2 2026.
McGlone Suttner Wealth Management bought 322 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $50.3K.
Vanguard High Dividend Yield ETF made up 0.73% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #20 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.