MWM
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McNaughton Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

McNaughton 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 		$5.43M Buy
34,381
+543
+2% +$84.9K 1.93% 14
2026
Q1 		$5.01M Buy
33,838
+267
+0.8% +$40.1K 2.07% 15
2025
Q4 		$4.82M Buy
33,571
+1,116
+3% +$159K 1.98% 15
2025
Q3 		$4.57M Buy
32,455
+396
+1% +$54.4K 1.93% 18
2025
Q2 		$4.27M Buy
32,059
+239
+0.8% +$30.3K 1.91% 16
2025
Q1 		$4.1M Sell
31,820
-75,139
-70% -$9.84M 1.99% 13
2024
Q4 		$13.6M Sell
106,959
-12
-0% -$1.56K 6.58% 5
2024
Q3 		$13.7M Buy
106,971
+1,595
+2% +$197K 6.68% 4
2024
Q2 		$12.5M Buy
105,376
+3,366
+3% +$399K 6.63% 5
2024
Q1 		$12.3M Buy
102,010
+1,259
+1% +$144K 6.84% 4
2023
Q4 		$11.2M Buy
100,751
+4,063
+4% +$427K 6.66% 4
2023
Q3 		$9.99M Buy
96,688
+2,351
+2% +$252K 6.64% 4
2023
Q2 		$10M Buy
94,337
+3,576
+4% +$375K 6.4% 4
2023
Q1 		$9.58M Buy
90,761
+511
+0.6% +$55K 6.35% 4
2022
Q4 		$9.77M Buy
90,250
+1,403
+2% +$149K 6.68% 3
2022
Q3 		$8.43M Buy
88,847
+295
+0.3% +$30.7K 6.19% 3
2022
Q2 		$9.01M Sell
88,552
-188
-0.2% -$20.4K 6.37% 3
2022
Q1 		$9.96M Buy
88,740
+1,869
+2% +$208K 6.48% 3
2021
Q4 		$9.95M Buy
86,871
+2,810
+3% +$306K 6.44% 3
2021
Q3 		$8.69M Sell
84,061
-5,553
-6% -$587K 6.14% 4
2021
Q2 		$9.39M Sell
89,614
-2,402
-3% -$252K 6.58% 3
2021
Q1 		$9.3M Sell
92,016
-6,486
-7% -$626K 7.12% 3
2020
Q4 		$9.01M Sell
98,502
-1,591
-2% -$138K 7.22% 3
2020
Q3 		$8.1M Sell
100,093
-1,550
-2% -$127K 7.09% 4
2020
Q2 		$8.01M Sell
101,643
-1,438
-1% -$112K 7.42% 4
2020
Q1 		$7.29M Buy
103,081
+12,366
+14% +$1.06M 7.79% 3
2019
Q4 		$8.5M Buy
+90,715
New +$8.23M 7.91% 3

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

McNaughton Wealth Management's VYM Position: Q2 2026 in Review

McNaughton Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q2 2026, buying an estimated $84.9K and bringing the position to 34,381 shares worth $5.43M. The position accounts for 1.93% of the portfolio, ranked #14.

McNaughton Wealth Management first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.7M in Q3 2024. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • McNaughton Wealth Management held 34,381 shares of Vanguard High Dividend Yield ETF worth $5.43M as of Q2 2026.
  • McNaughton Wealth Management bought 543 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $84.9K.
  • Vanguard High Dividend Yield ETF made up 1.93% of McNaughton Wealth Management's portfolio in Q2 2026, its #14 holding.
  • McNaughton Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's Vanguard High Dividend Yield ETF position peaked at $13.7M in Q3 2024.
  • 2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.