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

Milestone Asset 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 Q2	$741K	Buy	+4,687	New	+$733K	0.12%	159

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's VYM Position: Q2 2026 in Review

Milestone Asset Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 4,687 shares worth $741K. The stake represents 0.12% of the portfolio and ranks #159 among its holdings.

2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Milestone Asset Management held 4,687 shares of Vanguard High Dividend Yield ETF worth $741K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Milestone Asset Management position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.12% of Milestone Asset Management's portfolio in Q2 2026, its #159 holding.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.