Measured Wealth Private Client Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.3M | Buy |
178,824
+17,449
| +11% | +$2.73M | 6.83% | 1 |
|
|
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
Measured Wealth Private Client Group's VYM Position: Q2 2026 in Review
Measured Wealth Private Client Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, buying an estimated $2.73M and bringing the position to 178,824 shares worth $28.3M. The position accounts for 6.83% of the portfolio, ranked #1.
Measured Wealth Private Client Group first reported a position in VYM in Q3 2017 and has held it in 34 quarters since. 2,060 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Measured Wealth Private Client Group held 178,824 shares of Vanguard High Dividend Yield ETF worth $28.3M as of Q2 2026.
- Measured Wealth Private Client Group bought 17,449 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.73M.
- Vanguard High Dividend Yield ETF made up 6.83% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #1 holding.
- Measured Wealth Private Client Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 34 quarters since.
- 2,060 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.