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 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 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

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

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

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

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

Meridian Financial's VYM Position: Q1 2026 in Review

Meridian Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q1 2026, buying an estimated $451 and bringing the position to 4,375 shares worth $648K. The position accounts for 0.35% of the portfolio, ranked #58.

Meridian Financial first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $672K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Meridian Financial held 4,375 shares of Vanguard High Dividend Yield ETF worth $648K as of Q1 2026.
Meridian Financial bought 3 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $451.
Vanguard High Dividend Yield ETF made up 0.35% of Meridian Financial's portfolio in Q1 2026, its #58 holding.
Meridian Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
Meridian Financial's Vanguard High Dividend Yield ETF position peaked at $672K in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.