Milestone Asset Management Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Milestone Asset Management 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	$656K	Buy	4,150 +558	+16%	+$87.2K	0.33%	68
2026 Q1	$532K	Buy	3,592 +164	+5%	+$24.7K	0.31%	67
2025 Q4	$492K	Buy	3,428 +540	+19%	+$76.8K	0.28%	74
2025 Q3	$407K	Buy	2,888 +37	+1%	+$5.08K	0.26%	79
2025 Q2	$380K	Buy	2,851 +43	+2%	+$5.45K	0.28%	73
2025 Q1	$362K	Buy	2,808 +57	+2%	+$7.46K	0.33%	71
2024 Q4	$351K	Buy	+2,751	New	+$359K	0.31%	72

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Asset Management Group's VYM Position: Q2 2026 in Review

Milestone Asset Management Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q2 2026, buying an estimated $87.2K and bringing the position to 4,150 shares worth $656K. The position accounts for 0.33% of the portfolio, ranked #68.

Milestone Asset Management Group first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Milestone Asset Management Group held 4,150 shares of Vanguard High Dividend Yield ETF worth $656K as of Q2 2026.
Milestone Asset Management Group bought 558 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $87.2K.
Vanguard High Dividend Yield ETF made up 0.33% of Milestone Asset Management Group's portfolio in Q2 2026, its #68 holding.
Milestone Asset Management Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.