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Means Investment Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Means Investment Company’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 		$5.56M Sell
37,559
-1,013
-3% -$152K 0.48% 28
2025
Q4 		$5.54M Sell
38,572
-435
-1% -$61.9K 0.47% 32
2025
Q3 		$5.5M Sell
39,007
-4,950
-11% -$680K 0.48% 31
2025
Q2 		$5.86M Sell
43,957
-1,963
-4% -$249K 0.56% 29
2025
Q1 		$5.92M Sell
45,920
-17,697
-28% -$2.32M 0.63% 27
2024
Q4 		$8.12M Sell
63,617
-1,043
-2% -$136K 0.84% 22
2024
Q3 		$8.29M Sell
64,660
-1,217
-2% -$150K 0.92% 20
2024
Q2 		$7.81M Sell
65,877
-3,278
-5% -$389K 0.93% 22
2024
Q1 		$8.37M Sell
69,155
-9,150
-12% -$1.05M 1.08% 19
2023
Q4 		$8.74M Sell
78,305
-6,996
-8% -$735K 1.26% 17
2023
Q3 		$8.81M Sell
85,301
-13,468
-14% -$1.45M 1.44% 14
2023
Q2 		$10.5M Sell
98,769
-18,495
-16% -$1.94M 1.66% 15
2023
Q1 		$12.4M Buy
117,264
+34,626
+42% +$3.72M 2.17% 9
2022
Q4 		$8.94M Buy
82,638
+77,755
+1,592% +$8.27M 1.79% 12
2022
Q3 		$463K Buy
+4,883
New +$508K 0.1% 114

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Means Investment Company's VYM Position: Q1 2026 in Review

Means Investment Company reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q1 2026, selling an estimated $152K and leaving 37,559 shares worth $5.56M. The position accounts for 0.48% of the portfolio, ranked #28.

Means Investment Company first reported a position in VYM in Q3 2022 and has held it in 15 quarters since. The position peaked at $12.4M in Q1 2023. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Means Investment Company held 37,559 shares of Vanguard High Dividend Yield ETF worth $5.56M as of Q1 2026.
  • Means Investment Company sold 1,013 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $152K.
  • Vanguard High Dividend Yield ETF made up 0.48% of Means Investment Company's portfolio in Q1 2026, its #28 holding.
  • Means Investment Company first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 15 quarters since.
  • Means Investment Company's Vanguard High Dividend Yield ETF position peaked at $12.4M in Q1 2023.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.