MWM
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MGB Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MGB Wealth 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 		$267K Sell
1,853
-24
-1% -$3.41K 0.08% 185
2025
Q3 		$264K Sell
1,877
-685
-27% -$94.1K 0.07% 190
2025
Q2 		$340K Sell
2,562
-96
-4% -$12.2K 0.11% 160
2025
Q1 		$340K Buy
+2,658
New +$348K 0.12% 158

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGB Wealth Management's VYM Position: Q4 2025 in Review

MGB Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q4 2025, selling an estimated $3.41K and leaving 1,853 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #185.

MGB Wealth Management first reported a position in VYM in Q1 2025 and has held it in 4 quarters since. The position peaked at $340K in Q2 2025. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • MGB Wealth Management held 1,853 shares of Vanguard High Dividend Yield ETF worth $267K as of Q4 2025.
  • MGB Wealth Management sold 24 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $3.41K.
  • Vanguard High Dividend Yield ETF made up 0.08% of MGB Wealth Management's portfolio in Q4 2025, its #185 holding.
  • MGB Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 4 quarters since.
  • MGB Wealth Management's Vanguard High Dividend Yield ETF position peaked at $340K in Q2 2025.
  • 1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.