MeadowBrook Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MeadowBrook Investment Advisors’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
2025 Q3	–	Sell	-190	Closed	-$25.3K	–	233
2025 Q2	$25.3K	Hold	190	–	–	0.02%	220
2025 Q1	$24.5K	Hold	190	–	–	0.02%	212
2024 Q4	$24.2K	Hold	190	–	–	0.02%	213
2024 Q3	$24.4K	Sell	190 -14,234	-99%	-$1.76M	0.02%	210
2024 Q2	$595K	Buy	14,424 +14,234	+7,492%	+$1.69M	0.56%	44
2024 Q1	$23K	Hold	190	–	–	0.02%	209
2023 Q4	$21.2K	Buy	+190	New	+$20K	0.02%	216

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

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

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

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

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

MeadowBrook Investment Advisors's VYM Position: Q3 2025 in Review

MeadowBrook Investment Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 190 shares — an estimated $25.3K sold.

MeadowBrook Investment Advisors first reported a position in VYM in Q4 2023 and held it in 7 quarters. The position peaked at $595K in Q2 2024. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

MeadowBrook Investment Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 190 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $25.3K.
MeadowBrook Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 7 quarters.
MeadowBrook Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $595K in Q2 2024.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.