Meriwether Wealth & Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Meriwether Wealth & Planning’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	–	Sell	-1,766	Closed	-$262K	–	133
2026 Q1	$262K	Hold	1,766	–	–	0.14%	98
2025 Q4	$253K	Hold	1,766	–	–	0.14%	100
2025 Q3	$249K	Hold	1,766	–	–	0.14%	104
2025 Q2	$235K	Hold	1,766	–	–	0.15%	106
2025 Q1	$228K	Sell	1,766 -266	-13%	-$34.8K	0.15%	106
2024 Q4	$259K	Buy	+2,032	New	+$265K	0.18%	95

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meriwether Wealth & Planning's VYM Position: Q2 2026 in Review

Meriwether Wealth & Planning sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,766 shares — an estimated $262K sold.

Meriwether Wealth & Planning first reported a position in VYM in Q4 2024 and held it in 6 quarters. The position peaked at $262K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Meriwether Wealth & Planning reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Meriwether Wealth & Planning sold 1,766 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $262K.
Meriwether Wealth & Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 6 quarters.
Meriwether Wealth & Planning's Vanguard High Dividend Yield ETF position peaked at $262K in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.