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

Midland Wealth 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 Q1	$1.4M	Sell	9,428 -146	-2%	-$22K	0.07%	65
2025 Q4	$1.37M	Hold	9,574	–	–	0.07%	67
2025 Q3	$1.35M	Buy	9,574 +2,421	+34%	+$333K	0.07%	65
2025 Q2	$954K	Sell	7,153 -932	-12%	-$118K	0.05%	76
2025 Q1	$1.04M	Sell	8,085 -4,919	-38%	-$644K	0.06%	76
2024 Q4	$1.66M	Buy	13,004 +605	+5%	+$78.9K	0.1%	56
2024 Q3	$1.59M	Buy	12,399 +7,278	+142%	+$898K	0.09%	63
2024 Q2	$607K	Hold	5,121	–	–	0.04%	123
2024 Q1	$620K	Buy	5,121 +3,328	+186%	+$381K	0.04%	121
2023 Q4	$200K	Buy	+1,793	New	+$188K	0.01%	190

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

Midland Wealth Advisors's VYM Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.5% in Q1 2026, selling an estimated $22K and leaving 9,428 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #65.

Midland Wealth Advisors first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.66M in Q4 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Midland Wealth Advisors held 9,428 shares of Vanguard High Dividend Yield ETF worth $1.4M as of Q1 2026.
Midland Wealth Advisors sold 146 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $22K.
Vanguard High Dividend Yield ETF made up 0.07% of Midland Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Midland Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $1.66M in Q4 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.