Mullaney, Keating & Wright’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mullaney, Keating & Wright’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	$266K	Sell	1,683 -31	-2%	-$4.84K	0.13%	65
2026 Q1	$254K	Hold	1,714	–	–	0.14%	63
2025 Q4	$246K	Sell	1,714 -15	-0.9%	-$2.13K	0.13%	64
2025 Q3	$244K	Hold	1,729	–	–	0.14%	60
2025 Q2	$231K	Hold	1,729	–	–	0.15%	58
2025 Q1	$223K	Hold	1,729	–	–	0.15%	57
2024 Q4	$221K	Hold	1,729	–	–	0.15%	55
2024 Q3	$222K	Hold	1,729	–	–	0.15%	55
2024 Q2	$205K	Buy	+1,729	New	+$205K	0.16%	52

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

Mullaney, Keating & Wright's VYM Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q2 2026, selling an estimated $4.84K and leaving 1,683 shares worth $266K. The position accounts for 0.13% of the portfolio, ranked #65.

Mullaney, Keating & Wright first reported a position in VYM in Q2 2024 and has held it in 9 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mullaney, Keating & Wright held 1,683 shares of Vanguard High Dividend Yield ETF worth $266K as of Q2 2026.
Mullaney, Keating & Wright sold 31 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $4.84K.
Vanguard High Dividend Yield ETF made up 0.13% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #65 holding.
Mullaney, Keating & Wright first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 9 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.