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McNamara Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McNamara Financial 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
Q2 		$2.6M Sell
16,453
-200
-1% -$31.3K 0.45% 24
2026
Q1 		$2.47M Sell
16,653
-99
-0.6% -$14.9K 0.47% 23
2025
Q4 		$2.4M Sell
16,752
-438
-3% -$62.3K 0.46% 25
2025
Q3 		$2.42M Sell
17,190
-109
-0.6% -$15K 0.45% 21
2025
Q2 		$2.31M Buy
17,299
+3,046
+21% +$386K 0.46% 21
2025
Q1 		$1.84M Buy
14,253
+1,570
+12% +$206K 0.4% 19
2024
Q4 		$1.62M Sell
12,683
-2,724
-18% -$355K 0.38% 20
2024
Q3 		$1.98M Buy
15,407
+4
+0% +$494 0.39% 19
2024
Q2 		$1.83M Buy
15,403
+22
+0.1% +$2.61K 0.39% 18
2024
Q1 		$1.86M Sell
15,381
-636
-4% -$72.9K 0.4% 19
2023
Q4 		$1.79M Sell
16,017
-9
-0.1% -$946 0.4% 19
2023
Q3 		$1.66M Buy
16,026
+91
+0.6% +$9.76K 0.41% 19
2023
Q2 		$1.7M Buy
15,935
+561
+4% +$58.8K 0.41% 19
2023
Q1 		$1.62M Sell
15,374
-2,706
-15% -$291K 0.4% 20
2022
Q4 		$1.96M Sell
18,080
-133
-0.7% -$14.2K 0.52% 17
2022
Q3 		$1.73M Buy
18,213
+2,752
+18% +$286K 0.5% 17
2022
Q2 		$1.57M Buy
15,461
+1,873
+14% +$203K 0.45% 18
2022
Q1 		$1.52M Buy
13,588
+1,396
+11% +$156K 0.41% 17
2021
Q4 		$1.37M Buy
12,192
+2,332
+24% +$254K 0.36% 19
2021
Q3 		$1.02M Buy
9,860
+1,906
+24% +$201K 0.28% 19
2021
Q2 		$833K Buy
7,954
+1,860
+31% +$195K 0.23% 23
2021
Q1 		$558K Sell
6,094
-114
-2% -$11K 0.17% 26
2020
Q4 		$502K Hold
6,208
– – 0.17% 25
2020
Q3 		$502K Buy
6,208
+155
+3% +$12.7K 0.17% 25
2020
Q2 		$477K Sell
6,053
-358
-6% -$27.8K 0.17% 25
2020
Q1 		$454K Buy
6,411
+3,359
+110% +$289K 0.19% 24
2019
Q4 		$286K Buy
3,052
+26
+0.9% +$2.36K 0.11% 36
2019
Q3 		$264K Hold
3,026
– – 0.11% 36
2019
Q2 		$259K Buy
3,026
+19
+0.6% +$1.64K 0.11% 37
2019
Q1 		$235K Buy
3,007
+8
+0.3% +$668 0.11% 36
2018
Q4 		$261K Hold
2,999
– – 0.11% 37
2018
Q3 		$261K Sell
2,999
-347
-10% -$30K 0.11% 38
2018
Q2 		$278K Hold
3,346
– – 0.12% 35
2018
Q1 		$276K Hold
3,346
– – 0.13% 33
2017
Q4 		$287K Hold
3,346
– – 0.13% 34
2017
Q3 		$271K Hold
3,346
– – 0.13% 27
2017
Q2 		$262K Hold
3,346
– – 0.13% 26
2017
Q1 		$260K Hold
3,346
– – 0.14% 28
2016
Q4 		$254K Hold
3,346
– – 0.14% 28
2016
Q3 		$241K Hold
3,346
– – 0.13% 27
2016
Q2 		$239K Buy
3,346
+313
+10% +$21.9K 0.14% 27
2016
Q1 		$209K Buy
+3,033
New +$199K 0.13% 35

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

McNamara Financial Services's VYM Position: Q2 2026 in Review

McNamara Financial Services reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, selling an estimated $31.3K and leaving 16,453 shares worth $2.6M. The position accounts for 0.45% of the portfolio, ranked #24.

McNamara Financial Services first reported a position in VYM in Q1 2016 and has held it in 42 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • McNamara Financial Services held 16,453 shares of Vanguard High Dividend Yield ETF worth $2.6M as of Q2 2026.
  • McNamara Financial Services sold 200 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $31.3K.
  • Vanguard High Dividend Yield ETF made up 0.45% of McNamara Financial Services's portfolio in Q2 2026, its #24 holding.
  • McNamara Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and has held it in 42 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.