MidAtlantic Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MidAtlantic Capital 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
2026 Q1	$6.49M	Sell	43,829 -65	-0.1%	-$9.77K	4.48%	4
2025 Q4	$6.3M	Sell	43,894 -56	-0.1%	-$7.96K	4.03%	5
2025 Q3	$6.19M	Sell	43,950 -80	-0.2%	-$11K	4.23%	5
2025 Q2	$5.87M	Sell	44,030 -219	-0.5%	-$27.7K	4.16%	4
2025 Q1	$5.71M	Sell	44,249 -84	-0.2%	-$11K	4.48%	4
2024 Q4	$5.66M	Sell	44,333 -160	-0.4%	-$20.9K	4.14%	4
2024 Q3	$5.7M	Buy	44,493 +146	+0.3%	+$18K	4.17%	4
2024 Q2	$5.26M	Sell	44,347 -1,204	-3%	-$143K	4.41%	4
2024 Q1	$5.51M	Buy	45,551 +929	+2%	+$106K	4.84%	4
2023 Q4	$4.98M	Buy	+44,622	New	+$4.69M	4.85%	4

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MidAtlantic Capital Management's VYM Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.15% in Q1 2026, selling an estimated $9.77K and leaving 43,829 shares worth $6.49M. The position accounts for 4.48% of the portfolio, ranked #4.

MidAtlantic Capital Management first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

MidAtlantic Capital Management held 43,829 shares of Vanguard High Dividend Yield ETF worth $6.49M as of Q1 2026.
MidAtlantic Capital Management sold 65 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $9.77K.
Vanguard High Dividend Yield ETF made up 4.48% of MidAtlantic Capital Management's portfolio in Q1 2026, its #4 holding.
MidAtlantic Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.