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

Meridian Wealth Partners’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	$252K	Hold	1,700	–	–	0.03%	99
2025 Q4	$244K	Buy	1,700 +100	+6%	+$14.2K	0.03%	96
2025 Q3	$226K	Buy	+1,600	New	+$220K	0.03%	103
2023 Q3	–	Sell	-9,781	Closed	-$1.04M	–	99
2023 Q2	$1.04M	Buy	+9,781	New	+$1.03M	0.21%	33
2020 Q4	–	Sell	-497	Closed	-$40K	–	242
2020 Q3	$40K	Buy	497 +247	+99%	+$20.2K	0.02%	145
2020 Q2	$20K	Sell	250 -83	-25%	-$6.45K	0.01%	200
2020 Q1	$24K	Buy	333 +35	+12%	+$3.01K	0.01%	164
2019 Q4	$28K	Buy	+298	New	+$27K	0.02%	171

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 Wealth Partners's VYM Position: Q1 2026 in Review

Meridian Wealth Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 1,700 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #99.

Meridian Wealth Partners first reported a position in VYM in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Meridian Wealth Partners held 1,700 shares of Vanguard High Dividend Yield ETF worth $252K as of Q1 2026.
Meridian Wealth Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Meridian Wealth Partners's portfolio in Q1 2026, its #99 holding.
Meridian Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 8 quarters since.
Meridian Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $1.04M in Q2 2023.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.