Mustard Seed Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mustard Seed Financial’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	$630K	Sell	4,253 -614	-13%	-$92.3K	0.38%	46
2025 Q4	$699K	Buy	4,867 +40	+0.8%	+$5.69K	0.44%	43
2025 Q3	$680K	Buy	4,827 +1,445	+43%	+$199K	0.44%	43
2025 Q2	$451K	Buy	3,382 +4	+0.1%	+$507	0.32%	52
2025 Q1	$436K	Buy	3,378 +4	+0.1%	+$524	0.35%	53
2024 Q4	$430K	Buy	3,374 +5	+0.1%	+$652	0.35%	53
2024 Q3	$432K	Sell	3,369 -170	-5%	-$21K	0.36%	53
2024 Q2	$420K	Buy	3,539 +7	+0.2%	+$830	0.4%	53
2024 Q1	$427K	Buy	3,532 +4	+0.1%	+$458	0.43%	53
2023 Q4	$394K	Buy	+3,528	New	+$371K	0.44%	48

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mustard Seed Financial's VYM Position: Q1 2026 in Review

Mustard Seed Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q1 2026, selling an estimated $92.3K and leaving 4,253 shares worth $630K. The position accounts for 0.38% of the portfolio, ranked #46.

Mustard Seed Financial first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $699K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Mustard Seed Financial held 4,253 shares of Vanguard High Dividend Yield ETF worth $630K as of Q1 2026.
Mustard Seed Financial sold 614 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $92.3K.
Vanguard High Dividend Yield ETF made up 0.38% of Mustard Seed Financial's portfolio in Q1 2026, its #46 holding.
Mustard Seed Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Mustard Seed Financial's Vanguard High Dividend Yield ETF position peaked at $699K in Q4 2025.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.