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

MONECO 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 		$919K Buy
6,205
+1,380
+29% +$207K 0.07% 227
2025
Q4 		$692K Buy
4,825
+164
+4% +$23.3K 0.06% 247
2025
Q3 		$657K Buy
4,661
+63
+1% +$8.66K 0.05% 257
2025
Q2 		$613K Buy
4,598
+128
+3% +$16.2K 0.06% 254
2025
Q1 		$576K Sell
4,470
-1,135
-20% -$149K 0.06% 252
2024
Q4 		$715K Buy
5,605
+994
+22% +$130K 0.08% 217
2024
Q3 		$591K Buy
4,611
+5
+0.1% +$617 0.07% 226
2024
Q2 		$546K Buy
4,606
+419
+10% +$49.7K 0.08% 223
2024
Q1 		$507K Sell
4,187
-159
-4% -$18.2K 0.08% 237
2023
Q4 		$485K Buy
4,346
+1,555
+56% +$163K 0.09% 221
2023
Q3 		$288K Sell
2,791
-340
-11% -$36.5K 0.08% 260
2023
Q2 		$332K Buy
3,131
+6
+0.2% +$629 0.09% 238
2023
Q1 		$330K Sell
3,125
-782
-20% -$84.1K 0.1% 227
2022
Q4 		$423K Buy
3,907
+680
+21% +$72.4K 0.15% 150
2022
Q3 		$306K Buy
3,227
+5
+0.2% +$520 0.12% 180
2022
Q2 		$328K Buy
3,222
+216
+7% +$23.4K 0.13% 170
2022
Q1 		$337K Buy
3,006
+6
+0.2% +$669 0.12% 162
2021
Q4 		$337K Sell
3,000
-332
-10% -$36.1K 0.13% 166
2021
Q3 		$344K Sell
3,332
-2,135
-39% -$226K 0.14% 162
2021
Q2 		$573K Sell
5,467
-330
-6% -$34.6K 0.26% 92
2021
Q1 		$586K Buy
+5,797
New +$559K 0.28% 87

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MONECO Advisors's VYM Position: Q1 2026 in Review

MONECO Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 29% in Q1 2026, buying an estimated $207K and bringing the position to 6,205 shares worth $919K. The position accounts for 0.07% of the portfolio, ranked #227.

MONECO Advisors first reported a position in VYM in Q1 2021 and has held it in 21 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • MONECO Advisors held 6,205 shares of Vanguard High Dividend Yield ETF worth $919K as of Q1 2026.
  • MONECO Advisors bought 1,380 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $207K.
  • Vanguard High Dividend Yield ETF made up 0.07% of MONECO Advisors's portfolio in Q1 2026, its #227 holding.
  • MONECO Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.