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Mezzasalma Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mezzasalma Advisors’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 		$388K Sell
2,453
-51
-2% -$7.97K 0.08% 128
2026
Q1 		$371K Sell
2,504
-102
-4% -$15.3K 0.09% 116
2025
Q4 		$377K Hold
2,606
– – 0.09% 118
2025
Q3 		$367K Sell
2,606
-33
-1% -$4.54K 0.09% 118
2025
Q2 		$352K Hold
2,639
– – 0.11% 109
2025
Q1 		$340K Hold
2,639
– – 0.12% 107
2024
Q4 		$337K Hold
2,639
– – 0.11% 106
2024
Q3 		$338K Sell
2,639
-130
-5% -$16K 0.13% 61
2024
Q2 		$328K Sell
2,769
-2,392
-46% -$284K 0.14% 58
2024
Q1 		$624K Sell
5,161
-1,951
-27% -$224K 0.3% 53
2023
Q4 		$794K Sell
7,112
-241
-3% -$25.3K 0.43% 38
2023
Q3 		$760K Buy
7,353
+55
+0.8% +$5.9K 0.47% 36
2023
Q2 		$774K Sell
7,298
-145
-2% -$15.2K 0.47% 37
2023
Q1 		$785K Sell
7,443
-253
-3% -$27.2K 0.56% 35
2022
Q4 		$833K Sell
7,696
-152
-2% -$16.2K 0.73% 34
2022
Q3 		$745K Hold
7,848
– – 0.59% 33
2022
Q2 		$798K Sell
7,848
-17
-0.2% -$1.84K 0.67% 30
2022
Q1 		$883K Sell
7,865
-406
-5% -$45.3K 0.55% 30
2021
Q4 		$927K Buy
8,271
+1
+0% +$109 0.5% 38
2021
Q3 		$855K Sell
8,270
-113
-1% -$11.9K 0.48% 38
2021
Q2 		$878K Sell
8,383
-666
-7% -$69.9K 0.48% 39
2021
Q1 		$915K Sell
9,049
-48
-0.5% -$4.63K 0.59% 37
2020
Q4 		$832K Buy
+9,097
New +$790K 0.53% 39

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

Mezzasalma Advisors's VYM Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, selling an estimated $7.97K and leaving 2,453 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #128.

Mezzasalma Advisors first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $927K in Q4 2021. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Mezzasalma Advisors held 2,453 shares of Vanguard High Dividend Yield ETF worth $388K as of Q2 2026.
  • Mezzasalma Advisors sold 51 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.97K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Mezzasalma Advisors's portfolio in Q2 2026, its #128 holding.
  • Mezzasalma Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Mezzasalma Advisors's Vanguard High Dividend Yield ETF position peaked at $927K in Q4 2021.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.