Lake Street Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lake Street Private Wealth’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	$328K	Buy	2,077 +1	+0%	+$156	0.04%	216
2026 Q1	$307K	Buy	2,076 +4	+0.2%	+$601	0.04%	211
2025 Q4	$297K	Sell	2,072 -26	-1%	-$3.7K	0.04%	222
2025 Q3	$296K	Buy	2,098 +39	+2%	+$5.36K	0.04%	218
2025 Q2	$275K	Buy	2,059 +3	+0.1%	+$380	0.04%	216
2025 Q1	$265K	Buy	2,056 +1	+0%	+$131	0.04%	209
2024 Q4	$262K	Buy	2,055 +55	+3%	+$7.17K	0.04%	207
2024 Q3	$256K	Buy	2,000 +4	+0.2%	+$494	0.04%	221
2024 Q2	$237K	Buy	1,996 +5	+0.3%	+$593	0.03%	289
2024 Q1	$241K	Sell	1,991 -7	-0.4%	-$802	0.03%	284
2023 Q4	$223K	Sell	1,998 -6	-0.3%	-$630	0.04%	283
2023 Q3	$208K	Buy	2,004 +116	+6%	+$12.4K	0.04%	262
2023 Q2	$200K	Sell	1,888 -106	-5%	-$11.1K	0.04%	273
2023 Q1	$210K	Buy	1,994 +4	+0.2%	+$430	0.04%	263
2022 Q4	$215K	Buy	+1,990	New	+$212K	0.04%	257
2022 Q3	–	Sell	-1,983	Closed	-$202K	–	310
2022 Q2	$202K	Buy	+1,983	New	+$215K	0.04%	279

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 22.9% 1-Year Est. Return

Lake Street Private Wealth's VYM Position: Q2 2026 in Review

Lake Street Private Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.05% in Q2 2026, buying an estimated $156 and bringing the position to 2,077 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #216.

Lake Street Private Wealth first reported a position in VYM in Q2 2022 and has held it in 16 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Lake Street Private Wealth held 2,077 shares of Vanguard High Dividend Yield ETF worth $328K as of Q2 2026.
Lake Street Private Wealth bought 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
Vanguard High Dividend Yield ETF made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #216 holding.
Lake Street Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 16 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.