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L.J. Altfest & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

L.J. Altfest & Co’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 		$319K Buy
2,020
+64
+3% +$10K 0.03% 258
2026
Q1 		$290K Sell
1,956
-2,200
-53% -$331K 0.03% 278
2025
Q4 		$597K Buy
4,156
+5
+0.1% +$711 0.07% 195
2025
Q3 		$585K Sell
4,151
-293
-7% -$40.3K 0.07% 209
2025
Q2 		$592K Buy
4,444
+55
+1% +$6.97K 0.07% 196
2025
Q1 		$566K Sell
4,389
-220
-5% -$28.8K 0.07% 191
2024
Q4 		$588K Buy
4,609
+5
+0.1% +$652 0.08% 184
2024
Q3 		$590K Sell
4,604
-62
-1% -$7.65K 0.08% 191
2024
Q2 		$553K Sell
4,666
-208
-4% -$24.7K 0.08% 177
2024
Q1 		$590K Sell
4,874
-2,265
-32% -$260K 0.08% 172
2023
Q4 		$797K Buy
7,139
+1,796
+34% +$189K 0.12% 131
2023
Q3 		$552K Sell
5,343
-90
-2% -$9.66K 0.09% 163
2023
Q2 		$576K Hold
5,433
– – 0.09% 161
2023
Q1 		$573K Hold
5,433
– – 0.09% 150
2022
Q4 		$588K Sell
5,433
-843
-13% -$89.7K 0.1% 140
2022
Q3 		$595K Sell
6,276
-4
-0.1% -$416 0.11% 122
2022
Q2 		$639K Buy
6,280
+96
+2% +$10.4K 0.11% 123
2022
Q1 		$694K Buy
6,184
+588
+11% +$65.6K 0.12% 125
2021
Q4 		$627K Hold
5,596
– – 0.12% 126
2021
Q3 		$578K Sell
5,596
-463
-8% -$48.9K 0.12% 123
2021
Q2 		$635K Hold
6,059
– – 0.14% 114
2021
Q1 		$613K Hold
6,059
– – 0.14% 116
2020
Q4 		$554K Buy
6,059
+3,053
+102% +$265K 0.14% 119
2020
Q3 		$243K Buy
+3,006
New +$246K 0.06% 196

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

L.J. Altfest & Co's VYM Position: Q2 2026 in Review

L.J. Altfest & Co increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.3% in Q2 2026, buying an estimated $10K and bringing the position to 2,020 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #258.

L.J. Altfest & Co first reported a position in VYM in Q3 2020 and has held it in 24 quarters since. The position peaked at $797K in Q4 2023. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • L.J. Altfest & Co held 2,020 shares of Vanguard High Dividend Yield ETF worth $319K as of Q2 2026.
  • L.J. Altfest & Co bought 64 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10K.
  • Vanguard High Dividend Yield ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #258 holding.
  • L.J. Altfest & Co first reported a position in Vanguard High Dividend Yield ETF in Q3 2020 and has held it in 24 quarters since.
  • L.J. Altfest & Co's Vanguard High Dividend Yield ETF position peaked at $797K in Q4 2023.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.