MWM
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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
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
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

Mindset Wealth Management's VYM Position: Q1 2026 in Review

Mindset Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1% in Q1 2026, buying an estimated $2.86K and bringing the position to 1,892 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #129.

Mindset Wealth Management first reported a position in VYM in Q3 2024 and has held it in 7 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Mindset Wealth Management held 1,892 shares of Vanguard High Dividend Yield ETF worth $280K as of Q1 2026.
  • Mindset Wealth Management bought 19 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.86K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Mindset Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Mindset Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.