Lane & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lane & Associates’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
2025 Q1	$5.99M	Buy	46,450 +7,480	+19%	+$979K	3.23%	8
2024 Q4	$5.16M	Buy	38,970 +3,890	+11%	+$507K	2.67%	8
2024 Q3	$4.5M	Buy	35,080 +3,154	+10%	+$389K	2.45%	9
2024 Q2	$3.79M	Buy	31,926 +1,478	+5%	+$175K	2.23%	11
2024 Q1	$3.68M	Buy	30,448 +2,871	+10%	+$329K	2.32%	10
2023 Q4	$3.08M	Buy	27,577 +3,626	+15%	+$381K	2.24%	12
2023 Q3	$2.47M	Buy	23,951 +3,746	+19%	+$402K	1.99%	12
2023 Q2	$2.14M	Buy	20,205 +12,041	+147%	+$1.26M	1.7%	14
2023 Q1	$861K	Buy	8,164 +4,642	+132%	+$499K	0.77%	34
2022 Q4	$381K	Buy	+3,522	New	+$375K	0.36%	59

Other funds holding VYM

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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 $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lane & Associates's VYM Position: Q1 2025 in Review

Lane & Associates increased its Vanguard High Dividend Yield ETF (VYM) stake by 19% in Q1 2025, buying an estimated $979K and bringing the position to 46,450 shares worth $5.99M. The position accounts for 3.23% of the portfolio, ranked #8.

Lane & Associates first reported a position in VYM in Q4 2022 and has held it in 10 quarters since. 1,797 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Lane & Associates held 46,450 shares of Vanguard High Dividend Yield ETF worth $5.99M as of Q1 2025.
Lane & Associates bought 7,480 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $979K.
Vanguard High Dividend Yield ETF made up 3.23% of Lane & Associates's portfolio in Q1 2025, its #8 holding.
Lane & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 10 quarters since.
1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.