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Measured Wealth Private Client Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Measured Wealth Private Client Group’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 		$23.9M Sell
161,375
-7,344
-4% -$1.1M 6.53% 2
2025
Q4 		$24.2M Sell
168,719
-9,651
-5% -$1.37M 6.41% 3
2025
Q3 		$25.1M Buy
178,370
+4,571
+3% +$628K 6.78% 3
2025
Q2 		$23.2M Buy
173,799
+486
+0.3% +$61.6K 6.93% 3
2025
Q1 		$22.4M Buy
173,313
+5,727
+3% +$750K 7.18% 3
2024
Q4 		$21.4M Buy
167,586
+1,555
+0.9% +$203K 6.91% 3
2024
Q3 		$21.3M Buy
166,031
+35,330
+27% +$4.36M 7.12% 3
2024
Q2 		$15.5M Buy
130,701
+272
+0.2% +$32.3K 5.45% 5
2024
Q1 		$15.8M Sell
130,429
-3,818
-3% -$437K 5.51% 5
2023
Q4 		$15M Sell
134,247
-1,716
-1% -$180K 5.52% 5
2023
Q3 		$14M Sell
135,963
-2,737
-2% -$294K 5.65% 5
2023
Q2 		$14.7M Sell
138,700
-16,435
-11% -$1.72M 5.59% 5
2023
Q1 		$16.4M Buy
155,135
+1,175
+0.8% +$126K 6.3% 4
2022
Q4 		$16.7M Buy
153,960
+19,957
+15% +$2.12M 6.86% 3
2022
Q3 		$12.7M Sell
134,003
-7,022
-5% -$730K 5.62% 4
2022
Q2 		$14.3M Sell
141,025
-56,635
-29% -$6.14M 6.33% 3
2022
Q1 		$22.2M Sell
197,660
-2
-0% -$223 8.16% 4
2021
Q4 		$22.2M Buy
197,662
+5,779
+3% +$629K 7.83% 4
2021
Q3 		$19.8M Sell
191,883
-10,379
-5% -$1.1M 7.63% 4
2021
Q2 		$21.2M Buy
202,262
+4,691
+2% +$493K 6.74% 4
2021
Q1 		$20M Buy
197,571
+391
+0.2% +$37.7K 7.08% 4
2020
Q4 		$18M Buy
197,180
+1,268
+0.6% +$110K 7.52% 4
2020
Q3 		$15.9M Buy
195,912
+8,656
+5% +$709K 7.67% 4
2020
Q2 		$14.8M Buy
187,256
+24,055
+15% +$1.87M 8.61% 4
2020
Q1 		$11.5M Buy
163,201
+5,084
+3% +$437K 8.99% 3
2019
Q4 		$14.8M Buy
158,117
+7,129
+5% +$646K 9.88% 3
2019
Q3 		$13.4M Sell
150,988
-6,992
-4% -$612K 8.66% 3
2019
Q2 		$13.8M Buy
157,980
+2,455
+2% +$212K 7.97% 2
2019
Q1 		$13.3M Buy
155,525
+7,507
+5% +$627K 8.21% 2
2018
Q4 		$11.5M Buy
148,018
+5,435
+4% +$453K 10.47% 2
2018
Q3 		$12.4M Buy
142,583
+5,880
+4% +$509K 7.45% 2
2018
Q2 		$11.4M Buy
+136,703
New +$11.4M 9.24% 2
2017
Q3 		$9.5M Buy
+117,180
New +$9.3M 12.99% 2

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

Measured Wealth Private Client Group's VYM Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.4% in Q1 2026, selling an estimated $1.1M and leaving 161,375 shares worth $23.9M. The position accounts for 6.53% of the portfolio, ranked #2.

Measured Wealth Private Client Group first reported a position in VYM in Q3 2017 and has held it in 33 quarters since. The position peaked at $25.1M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Measured Wealth Private Client Group held 161,375 shares of Vanguard High Dividend Yield ETF worth $23.9M as of Q1 2026.
  • Measured Wealth Private Client Group sold 7,344 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.1M.
  • Vanguard High Dividend Yield ETF made up 6.53% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #2 holding.
  • Measured Wealth Private Client Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 33 quarters since.
  • Measured Wealth Private Client Group's Vanguard High Dividend Yield ETF position peaked at $25.1M in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.