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Moseley Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Moseley Investment 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
Q1 		$2.15M Sell
14,542
-91
-0.6% -$13.7K 0.69% 37
2025
Q4 		$2.1M Buy
14,633
+1,435
+11% +$204K 0.65% 37
2025
Q3 		$1.86M Buy
13,198
+414
+3% +$56.9K 0.57% 46
2025
Q2 		$1.7M Buy
12,784
+469
+4% +$59.4K 0.59% 45
2025
Q1 		$1.59M Buy
12,315
+516
+4% +$67.5K 0.62% 46
2024
Q4 		$1.51M Buy
11,799
+177
+2% +$23.1K 0.59% 43
2024
Q3 		$1.49M Buy
11,622
+1,628
+16% +$201K 0.59% 45
2024
Q2 		$1.19M Buy
9,994
+328
+3% +$38.9K 0.55% 49
2024
Q1 		$1.17M Buy
9,666
+973
+11% +$111K 0.58% 48
2023
Q4 		$970K Buy
8,693
+45
+0.5% +$4.73K 0.54% 48
2023
Q3 		$894K Buy
8,648
+410
+5% +$44K 0.53% 48
2023
Q2 		$874K Sell
8,238
-213
-3% -$22.3K 0.51% 51
2023
Q1 		$892K Buy
8,451
+1,404
+20% +$151K 0.58% 46
2022
Q4 		$763K Buy
7,047
+80
+1% +$8.51K 0.55% 46
2022
Q3 		$661K Sell
6,967
-174
-2% -$18.1K 0.49% 55
2022
Q2 		$726K Buy
7,141
+4,484
+169% +$486K 0.51% 50
2022
Q1 		$298K Buy
2,657
+494
+23% +$55.1K 0.16% 136
2021
Q4 		$243K Buy
+2,163
New +$235K 0.11% 163

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

Moseley Investment Management's VYM Position: Q1 2026 in Review

Moseley Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.62% in Q1 2026, selling an estimated $13.7K and leaving 14,542 shares worth $2.15M. The position accounts for 0.69% of the portfolio, ranked #37.

Moseley Investment Management first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Moseley Investment Management held 14,542 shares of Vanguard High Dividend Yield ETF worth $2.15M as of Q1 2026.
  • Moseley Investment Management sold 91 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $13.7K.
  • Vanguard High Dividend Yield ETF made up 0.69% of Moseley Investment Management's portfolio in Q1 2026, its #37 holding.
  • Moseley Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.