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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mittelman Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q1 2026, selling an estimated $461K and leaving 117,650 shares worth $17.4M. The position accounts for 10.86% of the portfolio, ranked #2.

Mittelman Wealth Management first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.1M in Q3 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Mittelman Wealth Management held 117,650 shares of Vanguard High Dividend Yield ETF worth $17.4M as of Q1 2026.
Mittelman Wealth Management sold 3,067 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $461K.
Vanguard High Dividend Yield ETF made up 10.86% of Mittelman Wealth Management's portfolio in Q1 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 9 quarters since.
Mittelman Wealth Management's Vanguard High Dividend Yield ETF position peaked at $29.1M in Q3 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.