Lake Street Advisors Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$3.97M	Buy	31,139 +5	+0%	+$652	0.18%	76
2024 Q3	$3.99M	Sell	31,134 -1,996	-6%	-$246K	0.18%	67
2024 Q2	$3.93M	Buy	33,130 +66	+0.2%	+$7.83K	0.19%	74
2024 Q1	$4M	Sell	33,064 -7,558	-19%	-$866K	0.19%	76
2023 Q4	$4.53M	Sell	40,622 -9,795	-19%	-$1.03M	0.23%	73
2023 Q3	$5.21M	Hold	50,417	–	–	0.31%	55
2023 Q2	$5.35M	Buy	50,417 +7,000	+16%	+$734K	0.3%	52
2023 Q1	$4.58M	Sell	43,417 -14,224	-25%	-$1.53M	0.28%	55
2022 Q4	$6.24M	Buy	57,641 +4,413	+8%	+$470K	0.41%	45
2022 Q3	$5.05M	Buy	53,228 +2	+0%	+$208	0.37%	46
2022 Q2	$5.41M	Buy	53,226 +1,003	+2%	+$109K	0.39%	43
2022 Q1	$5.86M	Buy	52,223 +7,258	+16%	+$809K	0.37%	42
2021 Q4	$5.04M	Buy	+44,965	New	+$4.89M	0.32%	50

Other funds holding VYM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lake Street Advisors Group's VYM Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.02% in Q4 2024, buying an estimated $652 and bringing the position to 31,139 shares worth $3.97M. The position accounts for 0.18% of the portfolio, ranked #76.

Lake Street Advisors Group first reported a position in VYM in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.24M in Q4 2022. 1,798 funds tracked by Wall St. Rank hold VYM as of Q4 2024.

Lake Street Advisors Group held 31,139 shares of Vanguard High Dividend Yield ETF worth $3.97M as of Q4 2024.
Lake Street Advisors Group bought 5 Vanguard High Dividend Yield ETF shares in Q4 2024, an estimated $652.
Vanguard High Dividend Yield ETF made up 0.18% of Lake Street Advisors Group's portfolio in Q4 2024, its #76 holding.
Lake Street Advisors Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 13 quarters since.
Lake Street Advisors Group's Vanguard High Dividend Yield ETF position peaked at $6.24M in Q4 2022.
1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.