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

Mission 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	$14.3M	Buy	90,346 +45,103	+100%	+$7.05M	0.17%	83
2026 Q1	$6.7M	Sell	45,243 -4,379	-9%	-$658K	0.14%	88
2025 Q4	$7.12M	Sell	49,622 -2,230	-4%	-$317K	0.14%	82
2025 Q3	$7.31M	Buy	51,852 +2,276	+5%	+$313K	0.15%	85
2025 Q2	$6.61M	Buy	49,576 +1,244	+3%	+$158K	0.14%	93
2025 Q1	$6.23M	Sell	48,332 -1,451	-3%	-$190K	0.15%	87
2024 Q4	$6.35M	Sell	49,783 -3,972	-7%	-$518K	0.15%	83
2024 Q3	$6.89M	Sell	53,755 -2,244	-4%	-$277K	0.17%	76
2024 Q2	$6.64M	Sell	55,999 -7,568	-12%	-$897K	0.18%	74
2024 Q1	$7.69M	Buy	63,567 +1,706	+3%	+$195K	0.2%	74
2023 Q4	$6.91M	Buy	61,861 +3,862	+7%	+$406K	0.22%	63
2023 Q3	$5.99M	Sell	57,999 -4,747	-8%	-$509K	0.22%	65
2023 Q2	$6.66M	Sell	62,746 -1,172	-2%	-$123K	0.25%	57
2023 Q1	$6.74M	Sell	63,918 -2,637	-4%	-$284K	0.28%	53
2022 Q4	$7.2M	Sell	66,555 -1,976	-3%	-$210K	0.34%	45
2022 Q3	$6.5M	Buy	68,531 +369	+0.5%	+$38.4K	0.34%	43
2022 Q2	$6.93M	Sell	68,162 -905	-1%	-$98.1K	0.36%	39
2022 Q1	$7.75M	Sell	69,067 -7,724	-10%	-$861K	0.36%	42
2021 Q4	$8.61M	Sell	76,791 -6,315	-8%	-$687K	0.39%	40
2021 Q3	$8.59M	Sell	83,106 -3,058	-4%	-$323K	0.44%	35
2021 Q2	$9.03M	Sell	86,164 -450	-0.5%	-$47.2K	0.48%	33
2021 Q1	$8.76M	Sell	86,614 -9,359	-10%	-$903K	0.51%	34
2020 Q4	$8.78M	Sell	95,973 -5,921	-6%	-$514K	0.55%	31
2020 Q3	$8.25M	Sell	101,894 -70,105	-41%	-$5.74M	0.62%	30
2020 Q2	$13.6M	Buy	171,999 +10,279	+6%	+$799K	1.17%	19
2020 Q1	$11.4M	Buy	161,720 +108,252	+202%	+$9.3M	1.26%	20
2019 Q4	$5.01M	Buy	53,468 +2,560	+5%	+$232K	0.48%	33
2019 Q3	$4.52M	Buy	50,908 +2,762	+6%	+$242K	0.48%	31
2019 Q2	$4.21M	Buy	48,146 +2,220	+5%	+$192K	0.47%	33
2019 Q1	$3.93M	Sell	45,926 -725	-2%	-$60.6K	0.46%	35
2018 Q4	$3.64M	Buy	46,651 +6,965	+18%	+$581K	0.47%	34
2018 Q3	$3.46M	Buy	39,686 +302	+0.8%	+$26.1K	0.46%	34
2018 Q2	$3.27M	Sell	39,384 -3,766	-9%	-$315K	0.48%	33
2018 Q1	$3.56M	Buy	43,150 +1,303	+3%	+$112K	0.57%	26
2017 Q4	$3.58M	Buy	41,847 +2,162	+5%	+$181K	0.61%	26
2017 Q3	$3.22M	Buy	39,685 +1,939	+5%	+$154K	0.59%	29
2017 Q2	$2.95M	Buy	37,746 +6,401	+20%	+$499K	0.56%	29
2017 Q1	$2.43M	Buy	31,345 +1,140	+4%	+$88K	0.47%	30
2016 Q4	$2.29M	Buy	30,205 +19,920	+194%	+$1.46M	0.46%	31
2016 Q3	$742K	Buy	+10,285	New	+$747K	0.18%	64

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 Wealth Management's VYM Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 100% in Q2 2026, buying an estimated $7.05M and bringing the position to 90,346 shares worth $14.3M. The position accounts for 0.17% of the portfolio, ranked #83.

Mission Wealth Management first reported a position in VYM in Q3 2016 and has held it in 40 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mission Wealth Management held 90,346 shares of Vanguard High Dividend Yield ETF worth $14.3M as of Q2 2026.
Mission Wealth Management bought 45,103 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.05M.
Vanguard High Dividend Yield ETF made up 0.17% of Mission Wealth Management's portfolio in Q2 2026, its #83 holding.
Mission Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and has held it in 40 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.