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Midwest Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Midwest Financial Group’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 		$329K Buy
2,083
+7
+0.3% +$1.09K 0.12% 108
2026
Q1 		$307K Buy
2,076
+7
+0.3% +$1.05K 0.13% 99
2025
Q4 		$297K Buy
2,069
+158
+8% +$22.5K 0.13% 98
2025
Q3 		$269K Buy
1,911
+151
+9% +$20.7K 0.13% 101
2025
Q2 		$235K Buy
1,760
+46
+3% +$5.83K 0.12% 103
2025
Q1 		$221K Buy
1,714
+5
+0.3% +$655 0.13% 101
2024
Q4 		$218K Buy
1,709
+7
+0.4% +$913 0.13% 103
2024
Q3 		$218K Sell
1,702
-34
-2% -$4.2K 0.13% 99
2024
Q2 		$206K Buy
1,736
+7
+0.4% +$830 0.13% 100
2024
Q1 		$209K Buy
+1,729
New +$198K 0.14% 101

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

Midwest Financial Group's VYM Position: Q2 2026 in Review

Midwest Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.34% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,083 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #108.

Midwest Financial Group first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Midwest Financial Group held 2,083 shares of Vanguard High Dividend Yield ETF worth $329K as of Q2 2026.
  • Midwest Financial Group bought 7 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.09K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Midwest Financial Group's portfolio in Q2 2026, its #108 holding.
  • Midwest Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.