Moneta Group Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.3M | Buy |
332,863
+5,475
| +2% | +$823K | 0.37% | 42 |
|
|
2025
Q4 | $47M | Buy |
327,388
+26,249
| +9% | +$3.73M | 0.36% | 43 |
|
|
2025
Q3 | $42.4M | Buy |
301,139
+36,830
| +14% | +$5.06M | 0.34% | 42 |
|
|
2025
Q2 | $35.2M | Sell |
264,309
-75,975
| -22% | -$9.63M | 0.42% | 47 |
|
|
2025
Q1 | $43.9M | Buy |
340,284
+20,253
| +6% | +$2.65M | 0.61% | 39 |
|
|
2024
Q4 | $40.8M | Buy |
320,031
+4,273
| +1% | +$557K | 0.57% | 40 |
|
|
2024
Q3 | $40.5M | Sell |
315,758
-17,217
| -5% | -$2.13M | 0.59% | 38 |
|
|
2024
Q2 | $39.5M | Buy |
332,975
+11,903
| +4% | +$1.41M | 0.63% | 36 |
|
|
2024
Q1 | $38.8M | Sell |
321,072
-30,049
| -9% | -$3.44M | 0.63% | 36 |
|
|
2023
Q4 | $39.2M | Sell |
351,121
-35,964
| -9% | -$3.78M | 0.77% | 35 |
|
|
2023
Q3 | $40M | Sell |
387,085
-1,681
| -0.4% | -$180K | 0.91% | 31 |
|
|
2023
Q2 | $41.2M | Sell |
388,766
-203
| -0.1% | -$21.3K | 0.91% | 33 |
|
|
2023
Q1 | $41M | Buy |
388,969
+26,913
| +7% | +$2.89M | 0.99% | 29 |
|
|
2022
Q4 | $40.1M | Buy |
362,056
+6,575
| +2% | +$700K | 1.1% | 23 |
|
|
2022
Q3 | $33.7M | Buy |
355,481
+337,518
| +1,879% | +$35.1M | 1.28% | 18 |
|
|
2022
Q2 | $37M | Sell |
17,963
-305,315
| -94% | -$33.1M | 1.26% | 20 |
|
|
2022
Q1 | $36.3M | Buy |
323,278
+307,537
| +1,954% | +$34.3M | 1.42% | 18 |
|
|
2021
Q4 | $36.1M | Sell |
15,741
-304,414
| -95% | -$33.1M | 1.47% | 18 |
|
|
2021
Q3 | $33.1M | Buy |
320,155
+7,919
| +3% | +$837K | 1.53% | 17 |
|
|
2021
Q2 | $32.7M | Buy |
312,236
+1,117
| +0.4% | +$117K | 1.51% | 19 |
|
|
2021
Q1 | $31.5M | Sell |
311,119
-31,040
| -9% | -$2.99M | 1.66% | 19 |
|
|
2020
Q4 | $31.3M | Sell |
342,159
-9,070
| -3% | -$788K | 2.25% | 11 |
|
|
2020
Q3 | $28.4M | Buy |
351,229
+48,855
| +16% | +$4M | 2.47% | 8 |
|
|
2020
Q2 | $23.8M | Buy |
302,374
+241,992
| +401% | +$18.8M | 2.26% | 13 |
|
|
2020
Q1 | $4.27M | Buy |
60,382
+54,822
| +986% | +$4.71M | 0.44% | 50 |
|
|
2019
Q4 | $521K | Buy |
+5,560
| New | +$504K | 0.04% | 163 |
|
|
2019
Q3 | – | Sell |
-744
| Closed | -$65K | – | 309 |
|
|
2019
Q2 | $65K | Sell |
744
-3
| -0.4% | -$259 | 0.01% | 228 |
|
|
2019
Q1 | $64K | Buy |
+747
| New | +$62.4K | 0.01% | 224 |
|
|
2018
Q4 | – | Sell |
-2,562
| Closed | -$223K | – | 254 |
|
|
2018
Q3 | $223K | Hold |
2,562
| – | – | 0.02% | 210 |
|
|
2018
Q2 | $213K | Hold |
2,562
| – | – | 0.02% | 242 |
|
|
2018
Q1 | $211K | Buy |
+2,562
| New | +$220K | 0.03% | 193 |
|
Other funds holding VYM
Moneta Group Investment Advisors's VYM Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q1 2026, buying an estimated $823K and bringing the position to 332,863 shares worth $49.3M. The position accounts for 0.37% of the portfolio, ranked #42.
Moneta Group Investment Advisors first reported a position in VYM in Q1 2018 and has held it in 31 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.
- Moneta Group Investment Advisors held 332,863 shares of Vanguard High Dividend Yield ETF worth $49.3M as of Q1 2026.
- Moneta Group Investment Advisors bought 5,475 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $823K.
- Vanguard High Dividend Yield ETF made up 0.37% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #42 holding.
- Moneta Group Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 31 quarters since.
- 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.