Lantern Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lantern Wealth Advisors’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	$767K	Buy	4,856 +66	+1%	+$10.3K	0.35%	71
2026 Q1	$709K	Buy	4,790 +961	+25%	+$144K	0.36%	74
2025 Q4	$550K	Buy	3,829 +1,018	+36%	+$145K	0.29%	87
2025 Q3	$396K	Buy	+2,811	New	+$386K	0.21%	109

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

Lantern Wealth Advisors's VYM Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,856 shares worth $767K. The position accounts for 0.35% of the portfolio, ranked #71.

Lantern Wealth Advisors first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Lantern Wealth Advisors held 4,856 shares of Vanguard High Dividend Yield ETF worth $767K as of Q2 2026.
Lantern Wealth Advisors bought 66 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.3K.
Vanguard High Dividend Yield ETF made up 0.35% of Lantern Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Lantern Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.