LKBC
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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
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
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

L.K. Benson & Company's VYM Position: Q1 2026 in Review

L.K. Benson & Company increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.07% in Q1 2026, buying an estimated $301 and bringing the position to 3,055 shares worth $452K. The position accounts for 0.15% of the portfolio, ranked #80.

L.K. Benson & Company first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • L.K. Benson & Company held 3,055 shares of Vanguard High Dividend Yield ETF worth $452K as of Q1 2026.
  • L.K. Benson & Company bought 2 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $301.
  • Vanguard High Dividend Yield ETF made up 0.15% of L.K. Benson & Company's portfolio in Q1 2026, its #80 holding.
  • L.K. Benson & Company first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on L.K. Benson & Company's 13F filing for Q1 2026, filed 21 Apr 2026.