McKinley Carter Wealth Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McKinley Carter Wealth Services’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	$217K	Sell	1,467 -360	-20%	-$54.1K	0.01%	299
2025 Q4	$262K	Buy	+1,827	New	+$260K	0.01%	287
2022 Q2	–	Sell	-2,512	Closed	-$282K	–	306
2022 Q1	$282K	Sell	2,512 -165	-6%	-$18.4K	0.02%	246
2021 Q4	$300K	Sell	2,677 -1,124	-30%	-$122K	0.02%	240
2021 Q3	$393K	Sell	3,801 -376	-9%	-$39.7K	0.03%	210
2021 Q2	$438K	Buy	4,177 +861	+26%	+$90.4K	0.04%	202
2021 Q1	$335K	Sell	3,316 -118	-3%	-$11.4K	0.03%	231
2020 Q4	$314K	Buy	+3,434	New	+$298K	0.04%	212

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McKinley Carter Wealth Services's VYM Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 20% in Q1 2026, selling an estimated $54.1K and leaving 1,467 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #299.

McKinley Carter Wealth Services first reported a position in VYM in Q4 2020 and has held it in 8 quarters since. The position peaked at $438K in Q2 2021. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

McKinley Carter Wealth Services held 1,467 shares of Vanguard High Dividend Yield ETF worth $217K as of Q1 2026.
McKinley Carter Wealth Services sold 360 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $54.1K.
Vanguard High Dividend Yield ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #299 holding.
McKinley Carter Wealth Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 8 quarters since.
McKinley Carter Wealth Services's Vanguard High Dividend Yield ETF position peaked at $438K in Q2 2021.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.