Montz Harcus Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Montz Harcus Wealth 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
2026 Q2	$10.8M	Buy	68,544 +1,499	+2%	+$234K	3.85%	9
2026 Q1	$9.93M	Buy	67,045 +1,118	+2%	+$168K	4.01%	8
2025 Q4	$9.46M	Buy	65,927 +1,344	+2%	+$191K	3.84%	10
2025 Q3	$9.1M	Buy	64,583 +1,478	+2%	+$203K	3.97%	9
2025 Q2	$8.41M	Buy	63,105 +2,084	+3%	+$264K	4.06%	9
2025 Q1	$7.87M	Buy	61,021 +609	+1%	+$79.7K	4.3%	8
2024 Q4	$7.71M	Buy	60,412 +2,014	+3%	+$263K	4.31%	8
2024 Q3	$7.49M	Buy	58,398 +400	+0.7%	+$49.4K	4.37%	9
2024 Q2	$6.88M	Buy	57,998 +1,150	+2%	+$136K	4.46%	9
2024 Q1	$6.88M	Buy	56,848 +133	+0.2%	+$15.2K	4.65%	6
2023 Q4	$6.33M	Buy	56,715 +593	+1%	+$62.3K	4.83%	7
2023 Q3	$5.8M	Buy	56,122 +293	+0.5%	+$31.4K	4.95%	6
2023 Q2	$5.92M	Buy	55,829 +3,159	+6%	+$331K	4.9%	7
2023 Q1	$5.56M	Sell	52,670 -115	-0.2%	-$12.4K	5.13%	6
2022 Q4	$5.71M	Buy	52,785 +9,015	+21%	+$959K	5.66%	6
2022 Q3	$4.15M	Buy	43,770 +1,332	+3%	+$139K	4.57%	7
2022 Q2	$4.32M	Buy	42,438 +1,319	+3%	+$143K	4.55%	7
2022 Q1	$4.62M	Buy	41,119 +969	+2%	+$108K	4.14%	8
2021 Q4	$4.5M	Buy	+40,150	New	+$4.37M	3.94%	8

Other funds holding VYM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Montz Harcus Wealth Management's VYM Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, buying an estimated $234K and bringing the position to 68,544 shares worth $10.8M. The position accounts for 3.85% of the portfolio, ranked #9.

Montz Harcus Wealth Management first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Montz Harcus Wealth Management held 68,544 shares of Vanguard High Dividend Yield ETF worth $10.8M as of Q2 2026.
Montz Harcus Wealth Management bought 1,499 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $234K.
Vanguard High Dividend Yield ETF made up 3.85% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #9 holding.
Montz Harcus Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.