Mindset Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mindset Wealth 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	$249K	Sell	1,577 -315	-17%	-$49.2K	0.05%	156
2026 Q1	$280K	Buy	1,892 +19	+1%	+$2.86K	0.08%	129
2025 Q4	$269K	Hold	1,873	–	–	0.07%	147
2025 Q3	$264K	Hold	1,873	–	–	0.07%	137
2025 Q2	$250K	Hold	1,873	–	–	0.08%	132
2025 Q1	$242K	Hold	1,873	–	–	0.09%	117
2024 Q4	$239K	Hold	1,873	–	–	0.09%	115
2024 Q3	$240K	Buy	+1,873	New	+$231K	0.1%	106

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

Mindset Wealth Management's VYM Position: Q2 2026 in Review

Mindset Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 17% in Q2 2026, selling an estimated $49.2K and leaving 1,577 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #156.

Mindset Wealth Management first reported a position in VYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $280K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mindset Wealth Management held 1,577 shares of Vanguard High Dividend Yield ETF worth $249K as of Q2 2026.
Mindset Wealth Management sold 315 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $49.2K.
Vanguard High Dividend Yield ETF made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #156 holding.
Mindset Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 8 quarters since.
Mindset Wealth Management's Vanguard High Dividend Yield ETF position peaked at $280K in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.