MA
VYM icon

MJP Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MJP Associates’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 		$3.44M Sell
21,772
-405
-2% -$63.3K 0.38% 39
2026
Q1 		$3.28M Sell
22,177
-3,147
-12% -$473K 0.4% 36
2025
Q4 		$3.63M Sell
25,324
-4,339
-15% -$617K 0.45% 30
2025
Q3 		$4.18M Buy
29,663
+523
+2% +$71.9K 0.55% 25
2025
Q2 		$3.88M Buy
29,140
+658
+2% +$83.4K 0.58% 25
2025
Q1 		$3.67M Buy
28,482
+3,576
+14% +$468K 0.66% 25
2024
Q4 		$3.18M Buy
24,906
+198
+0.8% +$25.8K 0.57% 27
2024
Q3 		$3.17M Buy
24,708
+141
+0.6% +$17.4K 0.6% 24
2024
Q2 		$2.91M Buy
24,567
+124
+0.5% +$14.7K 0.61% 25
2024
Q1 		$2.96M Buy
24,443
+2,630
+12% +$301K 0.64% 24
2023
Q4 		$2.43M Sell
21,813
-2,516
-10% -$264K 0.65% 21
2023
Q3 		$2.51M Sell
24,329
-126
-0.5% -$13.5K 0.73% 18
2023
Q2 		$2.59M Sell
24,455
-46,230
-65% -$4.85M 0.85% 14
2023
Q1 		$7.46M Sell
70,685
-9,830
-12% -$1.06M 2.28% 9
2022
Q4 		$8.71M Buy
80,515
+14,006
+21% +$1.49M 2.54% 8
2022
Q3 		$6.31M Sell
66,509
-5,702
-8% -$593K 1.89% 11
2022
Q2 		$7.34M Buy
72,211
+3,649
+5% +$395K 2.06% 12
2022
Q1 		$7.7M Buy
68,562
+9,867
+17% +$1.1M 1.93% 15
2021
Q4 		$6.61M Buy
58,695
+4,326
+8% +$471K 1.96% 13
2021
Q3 		$5.62M Buy
54,369
+4,843
+10% +$512K 1.9% 13
2021
Q2 		$5.19M Sell
49,526
-2,986
-6% -$314K 1.74% 15
2021
Q1 		$5.31M Sell
52,512
-1,617
-3% -$156K 2.16% 10
2020
Q4 		$4.95M Buy
+54,129
New +$4.7M 2.09% 12

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MJP Associates's VYM Position: Q2 2026 in Review

MJP Associates reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q2 2026, selling an estimated $63.3K and leaving 21,772 shares worth $3.44M. The position accounts for 0.38% of the portfolio, ranked #39.

MJP Associates first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.71M in Q4 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • MJP Associates held 21,772 shares of Vanguard High Dividend Yield ETF worth $3.44M as of Q2 2026.
  • MJP Associates sold 405 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $63.3K.
  • Vanguard High Dividend Yield ETF made up 0.38% of MJP Associates's portfolio in Q2 2026, its #39 holding.
  • MJP Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • MJP Associates's Vanguard High Dividend Yield ETF position peaked at $8.71M in Q4 2022.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.