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

Mittelman 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	$15.2M	Sell	19,314 -98,336	-84%	-$15.4M	10.07%	2
2026 Q1	$17.4M	Sell	117,650 -3,067	-3%	-$461K	10.86%	2
2025 Q4	$17.3M	Sell	120,717 -9,855	-8%	-$1.4M	11.26%	2
2025 Q3	$18.4M	Sell	130,572 -5,988	-4%	-$823K	12.05%	2
2025 Q2	$18.2M	Sell	136,560 -10,492	-7%	-$1.33M	15.37%	2
2025 Q1	$19M	Buy	147,052 +7,766	+6%	+$1.02M	17.11%	1
2024 Q4	$17.8M	Sell	139,286 -88,056	-39%	-$11.5M	16.53%	1
2024 Q3	$29.1M	Buy	227,342 +140,604	+162%	+$17.4M	16.56%	2
2024 Q2	$10.3M	Sell	86,738 -434	-0.5%	-$51.5K	6.67%	3
2024 Q1	$10.5M	Buy	+87,172	New	+$9.99M	7.15%	3

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

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

Mittelman Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 84% in Q2 2026, selling an estimated $15.4M and leaving 19,314 shares worth $15.2M. The position accounts for 10.07% of the portfolio, ranked #2.

Mittelman Wealth Management first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.1M in Q3 2024. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mittelman Wealth Management held 19,314 shares of Vanguard High Dividend Yield ETF worth $15.2M as of Q2 2026.
Mittelman Wealth Management sold 98,336 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $15.4M.
Vanguard High Dividend Yield ETF made up 10.07% of Mittelman Wealth Management's portfolio in Q2 2026, its #2 holding.
Mittelman Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's Vanguard High Dividend Yield ETF position peaked at $29.1M in Q3 2024.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.