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

Moran 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	$1.68M	Buy	10,652 +2,101	+25%	+$328K	0.05%	349
2026 Q1	$1.27M	Buy	8,551 +740	+9%	+$111K	0.04%	342
2025 Q4	$1.12M	Buy	7,811 +702	+10%	+$99.8K	0.03%	348
2025 Q3	$1M	Buy	7,109 +3,077	+76%	+$423K	0.03%	347
2025 Q2	$538K	Buy	4,032 +2,288	+131%	+$290K	0.02%	406
2025 Q1	$225K	Buy	+1,744	New	+$228K	0.01%	421
2023 Q2	–	Sell	-3,093	Closed	-$326K	–	426
2023 Q1	$326K	Sell	3,093 -11,950	-79%	-$1.29M	0.01%	322
2022 Q4	$1.63M	Buy	+15,043	New	+$1.6M	0.06%	226

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

Moran Wealth Management's VYM Position: Q2 2026 in Review

Moran Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 25% in Q2 2026, buying an estimated $328K and bringing the position to 10,652 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #349.

Moran Wealth Management first reported a position in VYM in Q4 2022 and has held it in 8 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Moran Wealth Management held 10,652 shares of Vanguard High Dividend Yield ETF worth $1.68M as of Q2 2026.
Moran Wealth Management bought 2,101 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $328K.
Vanguard High Dividend Yield ETF made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #349 holding.
Moran Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 8 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.