Moloney Securities Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Moloney Securities Asset 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
2025 Q3	$1.1M	Sell	7,782 -16,532	-68%	-$2.27M	0.13%	180
2025 Q2	$3.24M	Buy	24,314 +16,865	+226%	+$2.14M	0.4%	48
2025 Q1	$961K	Buy	7,449 +912	+14%	+$119K	0.13%	181
2024 Q4	$834K	Buy	6,537 +930	+17%	+$121K	0.11%	201
2024 Q3	$719K	Buy	5,607 +695	+14%	+$85.8K	0.1%	232
2024 Q2	$583K	Buy	4,912 +888	+22%	+$105K	0.08%	248
2024 Q1	$487K	Buy	4,024 +724	+22%	+$83K	0.07%	269
2023 Q4	$368K	Sell	3,300 -167	-5%	-$17.5K	0.06%	304
2023 Q3	$358K	Buy	3,467 +49	+1%	+$5.26K	0.06%	278
2023 Q2	$363K	Buy	3,418 +4	+0.1%	+$420	0.06%	286
2023 Q1	$360K	Sell	3,414 -14,897	-81%	-$1.6M	0.07%	284
2022 Q4	$1.98M	Buy	18,311 +15,295	+507%	+$1.63M	0.44%	59
2022 Q3	$286K	Buy	3,016 +445	+17%	+$46.3K	0.07%	278
2022 Q2	$261K	Sell	2,571 -992	-28%	-$108K	0.06%	293
2022 Q1	$400K	Sell	3,563 -4,063	-53%	-$453K	0.08%	251
2021 Q4	$855K	Buy	7,626 +4,584	+151%	+$499K	0.15%	172
2021 Q3	$314K	Buy	3,042 +693	+30%	+$73.3K	0.06%	313
2021 Q2	$246K	Sell	2,349 -17	-0.7%	-$1.78K	0.04%	357
2021 Q1	$239K	Buy	+2,366	New	+$228K	0.05%	340
2020 Q1	–	Sell	-2,876	Closed	-$270K	–	357
2019 Q4	$270K	Buy	2,876 +53	+2%	+$4.81K	0.08%	267
2019 Q3	$251K	Buy	2,823 +3	+0.1%	+$263	0.08%	262
2019 Q2	$246K	Sell	2,820 -87	-3%	-$7.52K	0.08%	247
2019 Q1	$249K	Buy	2,907 +66	+2%	+$5.51K	0.09%	241
2018 Q4	$222K	Buy	2,841 +116	+4%	+$9.68K	0.09%	236
2018 Q3	$237K	Buy	+2,725	New	+$236K	0.08%	243
2018 Q1	–	Sell	-4,024	Closed	-$345K	–	316
2017 Q4	$345K	Sell	4,024 -274	-6%	-$22.9K	0.15%	180
2017 Q3	$348K	Sell	4,298 -379	-8%	-$30.1K	0.16%	171
2017 Q2	$366K	Buy	4,677 +1,387	+42%	+$108K	0.18%	154
2017 Q1	$255K	Buy	+3,290	New	+$254K	0.13%	191

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

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

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

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

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

Moloney Securities Asset Management's VYM Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 68% in Q3 2025, selling an estimated $2.27M and leaving 7,782 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #180.

Moloney Securities Asset Management first reported a position in VYM in Q1 2017 and has held it in 29 quarters since. The position peaked at $3.24M in Q2 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Moloney Securities Asset Management held 7,782 shares of Vanguard High Dividend Yield ETF worth $1.1M as of Q3 2025.
Moloney Securities Asset Management sold 16,532 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $2.27M.
Vanguard High Dividend Yield ETF made up 0.13% of Moloney Securities Asset Management's portfolio in Q3 2025, its #180 holding.
Moloney Securities Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 29 quarters since.
Moloney Securities Asset Management's Vanguard High Dividend Yield ETF position peaked at $3.24M in Q2 2025.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.