MPM
VYM icon

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

Meritage Portfolio 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
2025
Q4 		$2.55M Sell
17,794
-203
-1% -$28.9K 0.17% 150
2025
Q3 		$2.54M Buy
17,997
+409
+2% +$56.2K 0.17% 148
2025
Q2 		$2.34M Sell
17,588
-16
-0.1% -$2.03K 0.15% 155
2025
Q1 		$2.27M Sell
17,604
-361
-2% -$47.3K 0.15% 153
2024
Q4 		$2.29M Sell
17,965
-178
-1% -$23.2K 0.14% 159
2024
Q3 		$2.33M Sell
18,143
-336
-2% -$41.5K 0.14% 164
2024
Q2 		$2.19M Sell
18,479
-953
-5% -$113K 0.14% 167
2024
Q1 		$2.35M Sell
19,432
-560
-3% -$64.2K 0.15% 165
2023
Q4 		$2.23M Sell
19,992
-573
-3% -$60.2K 0.15% 166
2023
Q3 		$2.13M Sell
20,565
-136
-0.7% -$14.6K 0.16% 169
2023
Q2 		$2.2M Sell
20,701
-1,228
-6% -$129K 0.16% 169
2023
Q1 		$2.31M Sell
21,929
-607
-3% -$65.3K 0.17% 155
2022
Q4 		$2.44M Sell
22,536
-1,593
-7% -$170K 0.19% 158
2022
Q3 		$2.29M Buy
24,129
+1,653
+7% +$172K 0.19% 147
2022
Q2 		$2.29M Buy
22,476
+5,716
+34% +$619K 0.18% 149
2022
Q1 		$1.88M Sell
16,760
-835
-5% -$93.1K 0.12% 177
2021
Q4 		$1.97M Buy
17,595
+1,756
+11% +$191K 0.11% 168
2021
Q3 		$1.64M Sell
15,839
-660
-4% -$69.8K 0.1% 179
2021
Q2 		$1.73M Sell
16,499
-192
-1% -$20.2K 0.1% 186
2021
Q1 		$1.69M Sell
16,691
-719
-4% -$69.4K 0.11% 183
2020
Q4 		$1.59M Sell
17,410
-36,952
-68% -$3.21M 0.12% 181
2020
Q3 		$4.4M Buy
54,362
+11,346
+26% +$929K 0.39% 56
2020
Q2 		$3.39M Buy
+43,016
New +$3.34M 0.33% 80

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meritage Portfolio Management's VYM Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q4 2025, selling an estimated $28.9K and leaving 17,794 shares worth $2.55M. The position accounts for 0.17% of the portfolio, ranked #150.

Meritage Portfolio Management first reported a position in VYM in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.4M in Q3 2020. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Meritage Portfolio Management held 17,794 shares of Vanguard High Dividend Yield ETF worth $2.55M as of Q4 2025.
  • Meritage Portfolio Management sold 203 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $28.9K.
  • Vanguard High Dividend Yield ETF made up 0.17% of Meritage Portfolio Management's portfolio in Q4 2025, its #150 holding.
  • Meritage Portfolio Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 23 quarters since.
  • Meritage Portfolio Management's Vanguard High Dividend Yield ETF position peaked at $4.4M in Q3 2020.
  • 2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.