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

Mission Financial 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 Q2	$559K	Buy	+3,535	New	+$552K	0.46%	57
2025 Q1	$559K	Buy	+3,771	New	+$494K	0.52%	53
2021 Q4	$592K	Buy	+4,122	New	+$448K	0.55%	48

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

Mission Financial Group's VYM Position: Q2 2026 in Review

Mission Financial Group opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 3,535 shares worth $559K. The stake represents 0.46% of the portfolio and ranks #57 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in VYM as recently as Q1 2025.

Mission Financial Group first reported a position in VYM in Q4 2021 and has held it in 3 quarters since. The position peaked at $592K in Q4 2021. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mission Financial Group held 3,535 shares of Vanguard High Dividend Yield ETF worth $559K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Mission Financial Group position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.46% of Mission Financial Group's portfolio in Q2 2026, its #57 holding.
Mission Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 3 quarters since.
Mission Financial Group's Vanguard High Dividend Yield ETF position peaked at $592K in Q4 2021.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.