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Merit Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Merit Financial Group’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 		$46.6M Buy
294,968
+4,063
+1% +$635K 0.28% 68
2026
Q1 		$43.1M Buy
290,905
+12,426
+4% +$1.87M 0.32% 66
2025
Q4 		$40M Buy
278,479
+6,776
+2% +$964K 0.32% 63
2025
Q3 		$38.3M Buy
271,703
+11,821
+5% +$1.62M 0.35% 56
2025
Q2 		$34.6M Buy
259,882
+38,314
+17% +$4.85M 0.39% 48
2025
Q1 		$28.6M Buy
221,568
+87,209
+65% +$11.4M 0.43% 47
2024
Q4 		$17.1M Buy
134,359
+7,520
+6% +$981K 0.31% 60
2024
Q3 		$16.3M Sell
126,839
-17,357
-12% -$2.14M 0.36% 44
2024
Q2 		$17.1M Buy
144,196
+3,386
+2% +$402K 0.38% 44
2024
Q1 		$16.5M Buy
140,810
+132,761
+1,649% +$15.2M 0.39% 40
2023
Q4 		$898K Buy
8,049
+131
+2% +$13.8K 0.03% 342
2023
Q3 		$818K Sell
7,918
-2,025
-20% -$217K 0.03% 358
2023
Q2 		$1.05M Buy
9,943
+5,912
+147% +$620K 0.03% 330
2023
Q1 		$425K Buy
4,031
+706
+21% +$75.9K 0.02% 440
2022
Q4 		$360K Sell
3,325
-154
-4% -$16.4K 0.01% 494
2022
Q3 		$330K Buy
3,479
+989
+40% +$103K 0.01% 421
2022
Q2 		$253K Buy
+2,490
New +$270K 0.01% 478

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

Merit Financial Group's VYM Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, buying an estimated $635K and bringing the position to 294,968 shares worth $46.6M. The position accounts for 0.28% of the portfolio, ranked #68.

Merit Financial Group first reported a position in VYM in Q2 2022 and has held it in 17 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Merit Financial Group held 294,968 shares of Vanguard High Dividend Yield ETF worth $46.6M as of Q2 2026.
  • Merit Financial Group bought 4,063 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $635K.
  • Vanguard High Dividend Yield ETF made up 0.28% of Merit Financial Group's portfolio in Q2 2026, its #68 holding.
  • Merit Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.