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 Q2	$681K	Buy	4,312 +59	+1%	+$9.22K	0.35%	46
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 $1.55T 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

Mustard Seed Financial's VYM Position: Q2 2026 in Review

Mustard Seed Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, buying an estimated $9.22K and bringing the position to 4,312 shares worth $681K. The position accounts for 0.35% of the portfolio, ranked #46.

Mustard Seed Financial first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $699K in Q4 2025. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mustard Seed Financial held 4,312 shares of Vanguard High Dividend Yield ETF worth $681K as of Q2 2026.
Mustard Seed Financial bought 59 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $9.22K.
Vanguard High Dividend Yield ETF made up 0.35% of Mustard Seed Financial's portfolio in Q2 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 11 quarters since.
Mustard Seed Financial's Vanguard High Dividend Yield ETF position peaked at $699K in Q4 2025.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.