Mutual Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.3M | Buy |
198,049
+967
| +0.5% | +$145K | 0.63% | 21 |
|
|
2025
Q4 | $28.3M | Sell |
197,082
-629
| -0.3% | -$89.5K | 0.61% | 23 |
|
|
2025
Q3 | $27.9M | Buy |
197,711
+34,381
| +21% | +$4.72M | 0.61% | 23 |
|
|
2025
Q2 | $22.3M | Buy |
163,330
+13,927
| +9% | +$1.76M | 0.56% | 26 |
|
|
2025
Q1 | $18.4M | Buy |
149,403
+1,870
| +1% | +$245K | 0.53% | 26 |
|
|
2024
Q4 | $19.3M | Sell |
147,533
-1,860
| -1% | -$243K | 0.56% | 22 |
|
|
2024
Q3 | $19.3M | Sell |
149,393
-1,423
| -0.9% | -$176K | 0.57% | 23 |
|
|
2024
Q2 | $18.6M | Sell |
150,816
-53
| -0% | -$6.29K | 0.56% | 24 |
|
|
2024
Q1 | $18.3M | Buy |
150,869
+2,155
| +1% | +$247K | 0.59% | 22 |
|
|
2023
Q4 | $16.6M | Sell |
148,714
-32,425
| -18% | -$3.41M | 0.58% | 20 |
|
|
2023
Q3 | $18.7M | Sell |
181,139
-1,132
| -0.6% | -$121K | 0.73% | 19 |
|
|
2023
Q2 | $19.3M | Buy |
182,271
+4,369
| +2% | +$458K | 0.73% | 17 |
|
|
2023
Q1 | $18.8M | Sell |
177,902
-2,086
| -1% | -$224K | 0.77% | 16 |
|
|
2022
Q4 | $19.5M | Buy |
179,988
+36,804
| +26% | +$3.92M | 0.87% | 13 |
|
|
2022
Q3 | $13.6M | Buy |
143,184
+5,014
| +4% | +$521K | 0.7% | 15 |
|
|
2022
Q2 | $14.1M | Buy |
138,170
+3,164
| +2% | +$343K | 0.93% | 10 |
|
|
2022
Q1 | $15.2M | Buy |
135,006
+9,685
| +8% | +$1.08M | 0.85% | 15 |
|
|
2021
Q4 | $14.1M | Buy |
125,321
+526
| +0.4% | +$57.2K | 0.74% | 16 |
|
|
2021
Q3 | $12.9M | Buy |
124,795
+7,575
| +6% | +$801K | 0.76% | 15 |
|
|
2021
Q2 | $12.3M | Buy |
117,220
+6,985
| +6% | +$733K | 0.73% | 15 |
|
|
2021
Q1 | $11.1M | Buy |
110,235
+9,065
| +9% | +$874K | 0.76% | 13 |
|
|
2020
Q4 | $9.26M | Buy |
101,170
+14,552
| +17% | +$1.26M | 0.69% | 19 |
|
|
2020
Q3 | $7.01M | Buy |
86,618
+9,171
| +12% | +$751K | 0.61% | 23 |
|
|
2020
Q2 | $6.1M | Buy |
77,447
+5,951
| +8% | +$463K | 0.6% | 23 |
|
|
2020
Q1 | $5.06M | Buy |
71,496
+3,873
| +6% | +$333K | 0.69% | 25 |
|
|
2019
Q4 | $6.34M | Sell |
67,623
-4,288
| -6% | -$389K | 0.67% | 27 |
|
|
2019
Q3 | $6.38M | Sell |
71,911
-416
| -0.6% | -$36.4K | 0.84% | 20 |
|
|
2019
Q2 | $6.32M | Buy |
72,327
+1,469
| +2% | +$127K | 0.82% | 18 |
|
|
2019
Q1 | $6.07M | Buy |
70,858
+2,533
| +4% | +$212K | 0.9% | 20 |
|
|
2018
Q4 | $5.33M | Sell |
68,325
-2,286
| -3% | -$191K | 1.05% | 13 |
|
|
2018
Q3 | $6.15M | Buy |
70,611
+2,488
| +4% | +$215K | 0.93% | 18 |
|
|
2018
Q2 | $5.66M | Buy |
68,123
+1,345
| +2% | +$113K | 1.29% | 9 |
|
|
2018
Q1 | $5.51M | Buy |
66,778
+8,479
| +15% | +$729K | 1.4% | 8 |
|
|
2017
Q4 | $4.99M | Buy |
+58,299
| New | +$4.87M | 1.89% | 7 |
|
Other funds holding VYM
Mutual Advisors's VYM Position: Q1 2026 in Review
Mutual Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.49% in Q1 2026, buying an estimated $145K and bringing the position to 198,049 shares worth $29.3M. The position accounts for 0.63% of the portfolio, ranked #21.
Mutual Advisors first reported a position in VYM in Q4 2017 and has held it in 34 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.
- Mutual Advisors held 198,049 shares of Vanguard High Dividend Yield ETF worth $29.3M as of Q1 2026.
- Mutual Advisors bought 967 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $145K.
- Vanguard High Dividend Yield ETF made up 0.63% of Mutual Advisors's portfolio in Q1 2026, its #21 holding.
- Mutual Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 34 quarters since.
- 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.