MF
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Meridian Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Meridian Financial’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 		$637K Sell
4,032
-343
-8% -$53.6K 0.31% 66
2026
Q1 		$648K Buy
4,375
+3
+0.1% +$451 0.35% 58
2025
Q4 		$627K Sell
4,372
-397
-8% -$56.5K 0.34% 58
2025
Q3 		$672K Buy
4,769
+170
+4% +$23.4K 0.38% 53
2025
Q2 		$613K Buy
4,599
+284
+7% +$36K 0.4% 51
2025
Q1 		$556K Buy
4,315
+273
+7% +$35.7K 0.39% 52
2024
Q4 		$516K Buy
4,042
+100
+3% +$13K 0.36% 56
2024
Q3 		$505K Buy
3,942
+225
+6% +$27.8K 0.34% 59
2024
Q2 		$441K Buy
3,717
+130
+4% +$15.4K 0.32% 60
2024
Q1 		$434K Buy
3,587
+250
+7% +$28.6K 0.32% 59
2023
Q4 		$373K Buy
3,337
+150
+5% +$15.8K 0.29% 63
2023
Q3 		$329K Buy
3,187
+375
+13% +$40.2K 0.31% 63
2023
Q2 		$298K Buy
2,812
+256
+10% +$26.9K 0.27% 74
2023
Q1 		$270K Hold
2,556
– – 0.26% 75
2022
Q4 		$277K Buy
2,556
+120
+5% +$12.8K 0.29% 67
2022
Q3 		$231K Buy
2,436
+100
+4% +$10.4K 0.27% 75
2022
Q2 		$238K Buy
2,336
+3
+0.1% +$325 0.27% 76
2022
Q1 		$262K Buy
2,333
+2
+0.1% +$223 0.27% 69
2021
Q4 		$261K Buy
+2,331
New +$254K 0.24% 77

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

Meridian Financial's VYM Position: Q2 2026 in Review

Meridian Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7.8% in Q2 2026, selling an estimated $53.6K and leaving 4,032 shares worth $637K. The position accounts for 0.31% of the portfolio, ranked #66.

Meridian Financial first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $672K in Q3 2025. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Meridian Financial held 4,032 shares of Vanguard High Dividend Yield ETF worth $637K as of Q2 2026.
  • Meridian Financial sold 343 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $53.6K.
  • Vanguard High Dividend Yield ETF made up 0.31% of Meridian Financial's portfolio in Q2 2026, its #66 holding.
  • Meridian Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's Vanguard High Dividend Yield ETF position peaked at $672K in Q3 2025.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.