L.K. Benson & Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

L.K. Benson & Company’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	$410K	Sell	2,592 -463	-15%	-$72.4K	0.12%	91
2026 Q1	$452K	Buy	3,055 +2	+0.1%	+$301	0.15%	80
2025 Q4	$438K	Buy	3,053 +72	+2%	+$10.2K	0.22%	80
2025 Q3	$420K	Buy	2,981 +111	+4%	+$15.3K	0.23%	78
2025 Q2	$383K	Buy	2,870 +119	+4%	+$15.1K	0.24%	76
2025 Q1	$355K	Buy	2,751 +179	+7%	+$23.4K	0.25%	78
2024 Q4	$328K	Buy	+2,572	New	+$335K	0.23%	72

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

L.K. Benson & Company's VYM Position: Q2 2026 in Review

L.K. Benson & Company reduced its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q2 2026, selling an estimated $72.4K and leaving 2,592 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #91.

L.K. Benson & Company first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q1 2026. 2,064 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

L.K. Benson & Company held 2,592 shares of Vanguard High Dividend Yield ETF worth $410K as of Q2 2026.
L.K. Benson & Company sold 463 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $72.4K.
Vanguard High Dividend Yield ETF made up 0.12% of L.K. Benson & Company's portfolio in Q2 2026, its #91 holding.
L.K. Benson & Company first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Vanguard High Dividend Yield ETF position peaked at $452K in Q1 2026.
2,064 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.