S.A. Mason’s Vanguard High Dividend Yield ETF VYM Stock Holding History

S.A. Mason’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	$622K	Hold	3,938	–	–	0.19%	111
2026 Q1	$583K	Hold	3,938	–	–	0.22%	107
2025 Q4	$565K	Hold	3,938	–	–	0.22%	103
2025 Q3	$555K	Hold	3,938	–	–	0.25%	93
2025 Q2	$525K	Sell	3,938 -75	-2%	-$9.5K	0.25%	90
2025 Q1	$517K	Hold	4,013	–	–	0.27%	86
2024 Q4	$512K	Sell	4,013 -10	-0.2%	-$1.3K	0.27%	88
2024 Q3	$516K	Hold	4,023	–	–	0.27%	92
2024 Q2	$477K	Hold	4,023	–	–	0.27%	91
2024 Q1	$487K	Hold	4,023	–	–	0.29%	91
2023 Q4	$449K	Buy	4,023 +805	+25%	+$84.6K	0.3%	92
2023 Q3	$332K	Sell	3,218 -7	-0.2%	-$751	0.24%	110
2023 Q2	$340K	Hold	3,225	–	–	0.25%	109
2023 Q1	$340K	Buy	3,225 +4	+0.1%	+$430	0.25%	109
2022 Q4	$349K	Buy	3,221 +108	+3%	+$11.5K	0.26%	106
2022 Q3	$295K	Buy	3,113 +3	+0.1%	+$312	0.23%	117
2022 Q2	$316K	Buy	3,110 +3	+0.1%	+$325	0.23%	111
2022 Q1	$349K	Sell	3,107 -97	-3%	-$10.8K	0.22%	121
2021 Q4	$359K	Sell	3,204 -546	-15%	-$59.4K	0.22%	116
2021 Q3	$388K	Buy	3,750 +3	+0.1%	+$317	0.26%	109
2021 Q2	$393K	Buy	3,747 +28	+0.8%	+$2.94K	0.27%	102
2021 Q1	$376K	Buy	3,719 +3	+0.1%	+$289	0.28%	97
2020 Q4	$340K	Sell	3,716 -168	-4%	-$14.6K	0.28%	97
2020 Q3	$314K	Buy	3,884 +6	+0.2%	+$491	0.3%	94
2020 Q2	$306K	Sell	3,878 -833	-18%	-$64.8K	0.32%	88
2020 Q1	$333K	Sell	4,711 -540	-10%	-$46.4K	0.4%	73
2019 Q4	$492K	Buy	+5,251	New	+$476K	0.47%	66

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

S.A. Mason's VYM Position: Q2 2026 in Review

S.A. Mason held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 3,938 shares worth $622K. The position accounts for 0.19% of the portfolio, ranked #111.

S.A. Mason first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

S.A. Mason held 3,938 shares of Vanguard High Dividend Yield ETF worth $622K as of Q2 2026.
S.A. Mason left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.19% of S.A. Mason's portfolio in Q2 2026, its #111 holding.
S.A. Mason first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.