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Milestone Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Milestone Investment 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
Q2 		$12.5M Sell
79,043
-1,382
-2% -$216K 2.7% 11
2026
Q1 		$11.9M Buy
80,425
+5,058
+7% +$760K 2.88% 9
2025
Q4 		$10.8M Sell
75,367
-459
-0.6% -$65.3K 2.62% 10
2025
Q3 		$10.7M Sell
75,826
-1,393
-2% -$191K 2.66% 10
2025
Q2 		$10.3M Sell
77,219
-3,357
-4% -$425K 2.69% 9
2025
Q1 		$10.4M Buy
80,576
+8,433
+12% +$1.1M 2.88% 10
2024
Q4 		$9.2M Buy
72,143
+1,857
+3% +$242K 2.5% 12
2024
Q3 		$9.01M Buy
70,286
+567
+0.8% +$70K 2.52% 11
2024
Q2 		$8.27M Sell
69,719
-3,885
-5% -$461K 2.2% 15
2024
Q1 		$8.91M Sell
73,604
-9,258
-11% -$1.06M 2.4% 14
2023
Q4 		$9.25M Sell
82,862
-6,902
-8% -$725K 2.69% 14
2023
Q3 		$9.27M Sell
89,764
-19,641
-18% -$2.11M 2.64% 13
2023
Q2 		$11.6M Sell
109,405
-5,284
-5% -$554K 3.59% 10
2023
Q1 		$12.1M Buy
114,689
+1,135
+1% +$122K 3.74% 8
2022
Q4 		$12.3M Buy
+113,554
New +$12.1M 4.31% 8

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

Milestone Investment Advisors's VYM Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, selling an estimated $216K and leaving 79,043 shares worth $12.5M. The position accounts for 2.7% of the portfolio, ranked #11.

Milestone Investment Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Milestone Investment Advisors held 79,043 shares of Vanguard High Dividend Yield ETF worth $12.5M as of Q2 2026.
  • Milestone Investment Advisors sold 1,382 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $216K.
  • Vanguard High Dividend Yield ETF made up 2.7% of Milestone Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Milestone Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.