Mount Yale 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 | $18.5M | Buy |
+124,693
| New | +$18.7M | 0.43% | 48 |
|
|
2025
Q4 | – | Sell |
-15,318
| Closed | -$2.16M | – | 804 |
|
|
2025
Q3 | $2.16M | Sell |
15,318
-49,155
| -76% | -$6.75M | 0.15% | 147 |
|
|
2025
Q2 | $8.59M | Sell |
64,473
-3,643
| -5% | -$462K | 0.67% | 23 |
|
|
2025
Q1 | $8.78M | Sell |
68,116
-830
| -1% | -$109K | 0.75% | 20 |
|
|
2024
Q4 | $8.8M | Buy |
68,946
+2,053
| +3% | +$268K | 0.71% | 18 |
|
|
2024
Q3 | $8.58M | Sell |
66,893
-498
| -0.7% | -$61.5K | 0.82% | 10 |
|
|
2024
Q2 | $7.99M | Buy |
67,391
+182
| +0.3% | +$21.6K | 0.63% | 17 |
|
|
2024
Q1 | $8.13M | Buy |
67,209
+419
| +0.6% | +$48K | 0.62% | 19 |
|
|
2023
Q4 | $7.46M | Buy |
66,790
+3,991
| +6% | +$419K | 0.71% | 14 |
|
|
2023
Q3 | $6.49M | Sell |
62,799
-2,482
| -4% | -$266K | 0.71% | 15 |
|
|
2023
Q2 | $6.92M | Buy |
65,281
+459
| +0.7% | +$48.1K | 0.73% | 19 |
|
|
2023
Q1 | $6.84M | Buy |
64,822
+3,953
| +6% | +$425K | 0.77% | 19 |
|
|
2022
Q4 | $6.59M | Buy |
60,869
+2,038
| +3% | +$217K | 0.75% | 25 |
|
|
2022
Q3 | $5.58M | Buy |
58,831
+2,007
| +4% | +$209K | 0.74% | 20 |
|
|
2022
Q2 | $5.78M | Buy |
56,824
+2,377
| +4% | +$258K | 0.73% | 26 |
|
|
2022
Q1 | $6.11M | Sell |
54,447
-4,604
| -8% | -$513K | 0.66% | 27 |
|
|
2021
Q4 | $6.62M | Buy |
59,051
+1,158
| +2% | +$126K | 0.69% | 25 |
|
|
2021
Q3 | $5.98M | Sell |
57,893
-3,535
| -6% | -$374K | 0.69% | 27 |
|
|
2021
Q2 | $6.44M | Sell |
61,428
-1,058
| -2% | -$111K | 0.78% | 24 |
|
|
2021
Q1 | $6.32M | Sell |
62,486
-78
| -0.1% | -$7.52K | 0.82% | 23 |
|
|
2020
Q4 | $5.72M | Sell |
62,564
-5,237
| -8% | -$455K | 0.8% | 20 |
|
|
2020
Q3 | $5.49M | Sell |
67,801
-2,703
| -4% | -$221K | 0.78% | 17 |
|
|
2020
Q2 | $5.55M | Buy |
70,504
+9,117
| +15% | +$709K | 0.99% | 16 |
|
|
2020
Q1 | $4.34M | Sell |
61,387
-12,951
| -17% | -$1.11M | 0.98% | 20 |
|
|
2019
Q4 | $6.79M | Buy |
74,338
+14,084
| +23% | +$1.28M | 1.18% | 23 |
|
|
2019
Q3 | $5.5M | Sell |
60,254
-259
| -0.4% | -$22.7K | 0.98% | 29 |
|
|
2019
Q2 | $5.16M | Sell |
60,513
-1,386
| -2% | -$120K | 0.95% | 29 |
|
|
2019
Q1 | $5.3M | Buy |
61,899
+7,359
| +13% | +$615K | 0.99% | 28 |
|
|
2018
Q4 | $4.53M | Buy |
54,540
+3,582
| +7% | +$299K | 0.92% | 29 |
|
|
2018
Q3 | $4.39M | Sell |
50,958
-3,129
| -6% | -$271K | 0.77% | 31 |
|
|
2018
Q2 | $4.49M | Buy |
54,087
+10
| +0% | +$837 | 0.85% | 30 |
|
|
2018
Q1 | $4.46M | Buy |
+54,077
| New | +$4.65M | 0.96% | 27 |
|
Other funds holding VYM
Mount Yale Investment Advisors's VYM Position: Q1 2026 in Review
Mount Yale Investment Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 124,693 shares worth $18.5M. The stake represents 0.43% of the portfolio and ranks #48 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VYM as recently as Q3 2025.
Mount Yale Investment Advisors first reported a position in VYM in Q1 2018 and has held it in 32 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.
- Mount Yale Investment Advisors held 124,693 shares of Vanguard High Dividend Yield ETF worth $18.5M as of Q1 2026.
- Vanguard High Dividend Yield ETF was a new Mount Yale Investment Advisors position in Q1 2026.
- Vanguard High Dividend Yield ETF made up 0.43% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #48 holding.
- Mount Yale Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2018 and has held it in 32 quarters since.
- 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.