Monument Group Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Monument Group Wealth 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 Q2	$291K	Sell	1,535 -215	-12%	-$33.6K	0.14%	33
2026 Q1	$259K	Hold	1,750	–	–	0.14%	33
2025 Q4	$251K	Hold	1,750	–	–	0.14%	39
2025 Q3	$247K	Hold	1,750	–	–	0.15%	40
2025 Q2	$233K	Sell	1,750 -387	-18%	-$49K	0.15%	48
2025 Q1	$276K	Buy	2,137 +387	+22%	+$50.7K	0.19%	38
2024 Q4	$223K	Hold	1,750	–	–	0.16%	44
2024 Q3	$224K	Hold	1,750	–	–	0.13%	45
2024 Q2	$208K	Hold	1,750	–	–	0.14%	45
2024 Q1	$212K	Buy	+1,750	New	+$201K	0.16%	45

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Monument Group Wealth Advisors's VYM Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $33.6K and leaving 1,535 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #33.

Monument Group Wealth Advisors first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Monument Group Wealth Advisors held 1,535 shares of Vanguard High Dividend Yield ETF worth $291K as of Q2 2026.
Monument Group Wealth Advisors sold 215 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $33.6K.
Vanguard High Dividend Yield ETF made up 0.14% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Monument Group Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.