Mowery & Schoenfeld Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mowery & Schoenfeld 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	$29.7K	Buy	+188	New	+$29.4K	0.04%	169

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

Mowery & Schoenfeld Wealth Management's VYM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 188 shares worth $29.7K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings.

2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 188 shares of Vanguard High Dividend Yield ETF worth $29.7K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #169 holding.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.