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 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 $1.37T 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

MMBG Investment Advisors's VYM Position: Q1 2026 in Review

MMBG Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q1 2026, buying an estimated $6.77K and bringing the position to 3,805 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #127.

MMBG Investment Advisors first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $831K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

MMBG Investment Advisors held 3,805 shares of Vanguard High Dividend Yield ETF worth $564K as of Q1 2026.
MMBG Investment Advisors bought 45 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $6.77K.
Vanguard High Dividend Yield ETF made up 0.05% of MMBG Investment Advisors's portfolio in Q1 2026, its #127 holding.
MMBG Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
MMBG Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $831K in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.