Mitchell & Pahl Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mitchell & Pahl Private Wealth’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	$515K	Hold	3,256	–	–	0.19%	127
2026 Q1	$482K	Hold	3,256	–	–	0.2%	128
2025 Q4	$467K	Hold	3,256	–	–	0.19%	129
2025 Q3	$459K	Hold	3,256	–	–	0.19%	131
2025 Q2	$434K	Hold	3,256	–	–	0.19%	131
2025 Q1	$420K	Hold	3,256	–	–	0.2%	130
2024 Q4	$415K	Hold	3,256	–	–	0.19%	130
2024 Q3	$417K	Hold	3,256	–	–	0.19%	130
2024 Q2	$386K	Hold	3,256	–	–	0.2%	128
2024 Q1	$394K	Hold	3,256	–	–	0.21%	128
2023 Q4	$363K	Hold	3,256	–	–	0.21%	130
2023 Q3	$336K	Hold	3,256	–	–	0.2%	134
2023 Q2	$345K	Hold	3,256	–	–	0.21%	131
2023 Q1	$344K	Hold	3,256	–	–	0.22%	133
2022 Q4	$352K	Hold	3,256	–	–	0.23%	127
2022 Q3	$309K	Hold	3,256	–	–	0.23%	129
2022 Q2	$331K	Hold	3,256	–	–	0.23%	127
2022 Q1	$365K	Buy	3,256 +360	+12%	+$40.2K	0.23%	124
2021 Q4	$325K	Hold	2,896	–	–	0.21%	130
2021 Q3	$299K	Hold	2,896	–	–	0.22%	129
2021 Q2	$303K	Hold	2,896	–	–	0.22%	127
2021 Q1	$293K	Hold	2,896	–	–	0.23%	126
2020 Q4	$265K	Buy	+2,896	New	+$252K	0.22%	127

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mitchell & Pahl Private Wealth's VYM Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,256 shares worth $515K. The position accounts for 0.19% of the portfolio, ranked #127.

Mitchell & Pahl Private Wealth first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 502 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mitchell & Pahl Private Wealth held 3,256 shares of Vanguard High Dividend Yield ETF worth $515K as of Q2 2026.
Mitchell & Pahl Private Wealth left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.19% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #127 holding.
Mitchell & Pahl Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
502 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.