MMBG Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MMBG Investment Advisors’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	$671K	Buy	4,243 +438	+12%	+$68.5K	0.05%	122
2026 Q1	$564K	Buy	3,805 +45	+1%	+$6.77K	0.05%	127
2025 Q4	$540K	Buy	3,760 +1,500	+66%	+$213K	0.05%	135
2025 Q3	$319K	Hold	2,260	–	–	0.03%	165
2025 Q2	$301K	Hold	2,260	–	–	0.03%	163
2025 Q1	$291K	Hold	2,260	–	–	0.03%	157
2024 Q4	$288K	Hold	2,260	–	–	0.03%	153
2024 Q3	$290K	Hold	2,260	–	–	0.03%	154
2024 Q2	$268K	Sell	2,260 -4,610	-67%	-$547K	0.03%	147
2024 Q1	$831K	Hold	6,870	–	–	0.09%	97
2023 Q4	$767K	Hold	6,870	–	–	0.09%	97
2023 Q3	$710K	Hold	6,870	–	–	0.09%	97
2023 Q2	$717K	Hold	6,870	–	–	0.09%	97
2023 Q1	$725K	Hold	6,870	–	–	0.09%	98
2022 Q4	$743K	Hold	6,870	–	–	0.1%	98
2022 Q3	$652K	Hold	6,870	–	–	0.09%	101
2022 Q2	$699K	Hold	6,870	–	–	0.09%	99
2022 Q1	$771K	Hold	6,870	–	–	0.08%	99
2021 Q4	$770K	Buy	+6,870	New	+$747K	0.07%	108

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 22.9% 1-Year Est. Return

MMBG Investment Advisors's VYM Position: Q2 2026 in Review

MMBG Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, buying an estimated $68.5K and bringing the position to 4,243 shares worth $671K. The position accounts for 0.05% of the portfolio, ranked #122.

MMBG Investment Advisors first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $831K in Q1 2024. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

MMBG Investment Advisors held 4,243 shares of Vanguard High Dividend Yield ETF worth $671K as of Q2 2026.
MMBG Investment Advisors bought 438 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $68.5K.
Vanguard High Dividend Yield ETF made up 0.05% of MMBG Investment Advisors's portfolio in Q2 2026, its #122 holding.
MMBG Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $831K in Q1 2024.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.