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

MilWealth 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
Q1 		$390K Hold
2,633
– – 0.09% 22
2025
Q4 		$378K Hold
2,633
– – 0.09% 23
2025
Q3 		$371K Hold
2,633
– – 0.09% 23
2025
Q2 		$351K Hold
2,633
– – 0.09% 23
2025
Q1 		$340K Sell
2,633
-98
-4% -$12.8K 0.09% 22
2024
Q4 		$348K Sell
2,731
-141
-5% -$18.4K 0.1% 25
2024
Q3 		$368K Hold
2,872
– – 0.11% 20
2024
Q2 		$341K Hold
2,872
– – 0.11% 21
2024
Q1 		$348K Hold
2,872
– – 0.11% 22
2023
Q4 		$321K Hold
2,872
– – 0.11% 22
2023
Q3 		$297K Sell
2,872
-218
-7% -$23.4K 0.12% 20
2023
Q2 		$328K Hold
3,090
– – 0.13% 19
2023
Q1 		$326K Sell
3,090
-172
-5% -$18.5K 0.13% 19
2022
Q4 		$353K Hold
3,262
– – 0.14% 18
2022
Q3 		$310K Hold
3,262
– – 0.13% 19
2022
Q2 		$332K Hold
3,262
– – 0.14% 20
2022
Q1 		$366K Hold
3,262
– – 0.14% 24
2021
Q4 		$366K Buy
3,262
+351
+12% +$38.2K 0.14% 22
2021
Q3 		$301K Hold
2,911
– – 0.12% 20
2021
Q2 		$305K Hold
2,911
– – 0.13% 18
2021
Q1 		$294K Hold
2,911
– – 0.14% 16
2020
Q4 		$266K Hold
2,911
– – 0.13% 16
2020
Q3 		$236K Hold
2,911
– – 0.13% 16
2020
Q2 		$229K Hold
2,911
– – 0.14% 16
2020
Q1 		$206K Hold
2,911
– – 0.16% 17
2019
Q4 		$273K Hold
2,911
– – 0.21% 13
2019
Q3 		$258K Hold
2,911
– – 0.22% 13
2019
Q2 		$254K Hold
2,911
– – 0.22% 13
2019
Q1 		$249K Hold
2,911
– – 0.22% 13
2018
Q4 		$227K Buy
+2,911
New +$243K 0.22% 14

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MilWealth Group's VYM Position: Q1 2026 in Review

MilWealth Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 2,633 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #22.

MilWealth Group first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • MilWealth Group held 2,633 shares of Vanguard High Dividend Yield ETF worth $390K as of Q1 2026.
  • MilWealth Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.09% of MilWealth Group's portfolio in Q1 2026, its #22 holding.
  • MilWealth Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.