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

Meridian Management’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	$719K	Hold	4,855	–	–	0.18%	59
2025 Q4	$697K	Hold	4,855	–	–	0.17%	56
2025 Q3	$684K	Hold	4,855	–	–	0.18%	55
2025 Q2	$651K	Hold	4,855	–	–	0.18%	53
2025 Q1	$626K	Hold	4,855	–	–	0.19%	48
2024 Q4	$619K	Hold	4,855	–	–	0.16%	61
2024 Q3	$622K	Hold	4,855	–	–	0.16%	63
2024 Q2	$576K	Hold	4,855	–	–	0.16%	66
2024 Q1	$587K	Hold	4,855	–	–	0.16%	65
2023 Q4	$548K	Hold	4,855	–	–	0.16%	62
2023 Q3	$502K	Hold	4,855	–	–	0.16%	63
2023 Q2	$515K	Sell	4,855 -137	-3%	-$14.4K	0.16%	65
2023 Q1	$527K	Buy	4,992 +137	+3%	+$14.7K	0.17%	56
2022 Q4	$525K	Hold	4,855	–	–	0.19%	52
2022 Q3	$461K	Hold	4,855	–	–	0.18%	52
2022 Q2	$494K	Hold	4,855	–	–	0.19%	50
2022 Q1	$545K	Hold	4,855	–	–	0.17%	57
2021 Q4	$544K	Hold	4,855	–	–	0.16%	56
2021 Q3	$502K	Hold	4,855	–	–	0.15%	56
2021 Q2	$509K	Sell	4,855 -108	-2%	-$11.3K	0.15%	61
2021 Q1	$502K	Buy	4,963 +108	+2%	+$10.4K	0.16%	60
2020 Q4	$444K	Hold	4,855	–	–	0.14%	60
2020 Q3	$393K	Hold	4,855	–	–	0.15%	57
2020 Q2	$382K	Hold	4,855	–	–	0.16%	57
2020 Q1	$343K	Hold	4,855	–	–	0.17%	55
2019 Q4	$455K	Hold	4,855	–	–	0.18%	55
2019 Q3	$431K	Hold	4,855	–	–	0.19%	53
2019 Q2	$424K	Hold	4,855	–	–	0.19%	53
2019 Q1	$416K	Hold	4,855	–	–	0.21%	53
2018 Q4	$379K	Hold	4,855	–	–	0.19%	58
2018 Q3	$423K	Hold	4,855	–	–	0.18%	63
2018 Q2	$403K	Hold	4,855	–	–	0.19%	64
2018 Q1	$400K	Hold	4,855	–	–	0.18%	59
2017 Q4	$416K	Hold	4,855	–	–	0.19%	60
2017 Q3	$394K	Hold	4,855	–	–	0.2%	58
2017 Q2	$379K	Hold	4,855	–	–	0.2%	55
2017 Q1	$377K	Hold	4,855	–	–	0.21%	51
2016 Q4	$368K	Hold	4,855	–	–	0.22%	54
2016 Q3	$350K	Hold	4,855	–	–	0.2%	53
2016 Q2	$347K	Hold	4,855	–	–	0.21%	52
2016 Q1	$335K	Hold	4,855	–	–	0.21%	55
2015 Q4	$324K	Hold	4,855	–	–	0.21%	54
2015 Q3	$304K	Hold	4,855	–	–	0.2%	57
2015 Q2	$327K	Hold	4,855	–	–	0.2%	56
2015 Q1	$332K	Hold	4,855	–	–	0.24%	51
2014 Q4	$334K	Hold	4,855	–	–	0.24%	52
2014 Q3	$322K	Hold	4,855	–	–	0.25%	51
2014 Q2	$322K	Hold	4,855	–	–	0.24%	53
2014 Q1	$306K	Hold	4,855	–	–	0.24%	52
2013 Q4	$303K	Hold	4,855	–	–	0.24%	51
2013 Q3	$279K	Hold	4,855	–	–	0.24%	52
2013 Q2	$286K	Buy	+4,855	New	+$275K	0.25%	52

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 Management's VYM Position: Q1 2026 in Review

Meridian Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 4,855 shares worth $719K. The position accounts for 0.18% of the portfolio, ranked #59.

Meridian Management first reported a position in VYM in Q2 2013 and has held it in 52 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Meridian Management held 4,855 shares of Vanguard High Dividend Yield ETF worth $719K as of Q1 2026.
Meridian Management left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.18% of Meridian Management's portfolio in Q1 2026, its #59 holding.
Meridian Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 52 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.