MSH Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MSH Capital 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	$8.91M	Buy	56,357 +6,192	+12%	+$968K	1.55%	9
2026 Q1	$7.43M	Buy	50,165 +2,032	+4%	+$306K	1.57%	10
2025 Q4	$6.91M	Buy	48,133 +3,131	+7%	+$445K	1.48%	11
2025 Q3	$6.34M	Buy	45,002 +2,197	+5%	+$302K	1.7%	12
2025 Q2	$5.71M	Buy	42,805 +2,310	+6%	+$293K	1.64%	11
2025 Q1	$5.22M	Buy	40,495 +2,925	+8%	+$383K	1.62%	12
2024 Q4	$4.79M	Buy	37,570 +1,842	+5%	+$240K	1.51%	16
2024 Q3	$4.58M	Buy	35,728 +2,149	+6%	+$265K	1.4%	17
2024 Q2	$3.98M	Buy	33,579 +3,992	+13%	+$473K	1.33%	19
2024 Q1	$3.58M	Buy	29,587 +5,278	+22%	+$605K	1.26%	20
2023 Q4	$2.71M	Sell	24,309 -1,517	-6%	-$159K	1.01%	25
2023 Q3	$2.67M	Buy	25,826 +2,033	+9%	+$218K	1.05%	22
2023 Q2	$2.52M	Buy	23,793 +1,808	+8%	+$190K	0.92%	30
2023 Q1	$2.32M	Buy	21,985 +1,881	+9%	+$202K	0.99%	25
2022 Q4	$2.18M	Buy	20,104 +1,115	+6%	+$119K	0.98%	26
2022 Q3	$1.8M	Buy	18,989 +1,731	+10%	+$180K	0.89%	35
2022 Q2	$1.76M	Buy	17,258 +2,810	+19%	+$305K	0.82%	40
2022 Q1	$1.62M	Buy	14,448 +3,681	+34%	+$411K	0.67%	49
2021 Q4	$1.21M	Buy	+10,767	New	+$1.17M	0.54%	62

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

MSH Capital Advisors's VYM Position: Q2 2026 in Review

MSH Capital Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, buying an estimated $968K and bringing the position to 56,357 shares worth $8.91M. The position accounts for 1.55% of the portfolio, ranked #9.

MSH Capital Advisors first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

MSH Capital Advisors held 56,357 shares of Vanguard High Dividend Yield ETF worth $8.91M as of Q2 2026.
MSH Capital Advisors bought 6,192 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $968K.
Vanguard High Dividend Yield ETF made up 1.55% of MSH Capital Advisors's portfolio in Q2 2026, its #9 holding.
MSH Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.