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

Midwest Trust’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 		$7.97M Sell
50,412
-333
-0.7% -$52K 0.09% 179
2026
Q1 		$7.52M Sell
50,745
-46,129
-48% -$6.94M 0.09% 173
2025
Q4 		$13.9M Buy
96,874
+54,177
+127% +$7.71M 0.17% 124
2025
Q3 		$6.02M Sell
42,697
-4,792
-10% -$658K 0.08% 192
2025
Q2 		$6.33M Buy
+47,489
New +$6.02M 0.09% 181

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 Trust's VYM Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.66% in Q2 2026, selling an estimated $52K and leaving 50,412 shares worth $7.97M. The position accounts for 0.09% of the portfolio, ranked #179.

Midwest Trust first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.9M in Q4 2025. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Midwest Trust held 50,412 shares of Vanguard High Dividend Yield ETF worth $7.97M as of Q2 2026.
  • Midwest Trust sold 333 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $52K.
  • Vanguard High Dividend Yield ETF made up 0.09% of Midwest Trust's portfolio in Q2 2026, its #179 holding.
  • Midwest Trust first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Vanguard High Dividend Yield ETF position peaked at $13.9M in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.