MWM
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MY Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MY Wealth Management’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 		$355K Buy
2,750
+736
+37% +$111K 0.34% 20
2025
Q4 		$289K Hold
2,014
– – 0.25% 28
2025
Q3 		$284K Hold
2,014
– – 0.25% 27
2025
Q2 		$268K Sell
2,014
-736
-27% -$93.2K 0.26% 25
2025
Q1 		$355K Hold
2,750
– – 0.34% 20
2024
Q4 		$351K Hold
2,750
– – 0.35% 20
2024
Q3 		$353K Sell
2,750
-38
-1% -$4.69K 0.36% 20
2024
Q2 		$331K Sell
2,788
-30
-1% -$3.56K 0.38% 22
2024
Q1 		$341K Sell
2,818
-12
-0.4% -$1.38K 0.38% 20
2023
Q4 		$316K Sell
2,830
-12
-0.4% -$1.26K 0.3% 24
2023
Q3 		$294K Sell
2,842
-644
-18% -$69.1K 0.29% 27
2023
Q2 		$370K Sell
3,486
-113
-3% -$11.9K 0.34% 26
2023
Q1 		$380K Hold
3,599
– – 0.38% 25
2022
Q4 		$389K Buy
3,599
+23
+0.6% +$2.45K 0.59% 19
2022
Q3 		$339K Sell
3,576
-242
-6% -$25.2K 0.36% 22
2022
Q2 		$388K Buy
3,818
+936
+32% +$101K 0.42% 22
2022
Q1 		$324K Hold
2,882
– – 0.3% 24
2021
Q4 		$323K Buy
+2,882
New +$314K 0.28% 25

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MY Wealth Management's VYM Position: Q1 2026 in Review

MY Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 37% in Q1 2026, buying an estimated $111K and bringing the position to 2,750 shares worth $355K. The position accounts for 0.34% of the portfolio, ranked #20.

MY Wealth Management first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $389K in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • MY Wealth Management held 2,750 shares of Vanguard High Dividend Yield ETF worth $355K as of Q1 2026.
  • MY Wealth Management bought 736 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $111K.
  • Vanguard High Dividend Yield ETF made up 0.34% of MY Wealth Management's portfolio in Q1 2026, its #20 holding.
  • MY Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
  • MY Wealth Management's Vanguard High Dividend Yield ETF position peaked at $389K in Q4 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.