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Larson Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Larson Financial 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
2026
Q2 		$3.49M Buy
22,102
+276
+1% +$43.1K 0.09% 181
2026
Q1 		$3.23M Buy
21,826
+2,617
+14% +$393K 0.1% 171
2025
Q4 		$2.76M Buy
19,209
+138
+0.7% +$19.6K 0.09% 188
2025
Q3 		$2.69M Sell
19,071
-1,927
-9% -$265K 0.09% 187
2025
Q2 		$2.8M Buy
20,998
+7,748
+58% +$982K 0.11% 178
2025
Q1 		$1.71M Sell
13,250
-369
-3% -$48.3K 0.08% 209
2024
Q4 		$1.74M Buy
13,619
+5,637
+71% +$735K 0.09% 186
2024
Q3 		$1.02M Buy
7,982
+9
+0.1% +$1.11K 0.06% 226
2024
Q2 		$946K Buy
7,973
+422
+6% +$50K 0.06% 201
2024
Q1 		$914K Sell
7,551
-3,073
-29% -$352K 0.07% 174
2023
Q4 		$1.19M Sell
10,624
-5,364
-34% -$564K 0.1% 154
2023
Q3 		$1.65M Buy
15,988
+1,397
+10% +$150K 0.16% 117
2023
Q2 		$1.55M Sell
14,591
-433
-3% -$45.4K 0.15% 124
2023
Q1 		$1.58M Buy
15,024
+3,691
+33% +$397K 0.17% 118
2022
Q4 		$1.23M Sell
11,333
-43
-0.4% -$4.58K 0.15% 139
2022
Q3 		$1.08M Buy
11,376
+57
+0.5% +$5.93K 0.15% 126
2022
Q2 		$1.15M Buy
11,319
+1,770
+19% +$192K 0.2% 61
2022
Q1 		$1.07M Sell
9,549
-1,850
-16% -$206K 0.17% 70
2021
Q4 		$1.28M Sell
11,399
-1,728
-13% -$188K 0.2% 62
2021
Q3 		$1.36M Sell
13,127
-564
-4% -$59.6K 0.27% 50
2021
Q2 		$1.43M Buy
13,691
+5,363
+64% +$563K 0.33% 39
2021
Q1 		$842K Buy
8,328
+2,173
+35% +$210K 0.25% 46
2020
Q4 		$563K Buy
6,155
+1,933
+46% +$168K 0.19% 53
2020
Q3 		$342K Sell
4,222
-604
-13% -$49.5K 0.14% 67
2020
Q2 		$380K Sell
4,826
-439
-8% -$34.1K 0.18% 66
2020
Q1 		$373K Buy
5,265
+1,111
+27% +$95.5K 0.23% 60
2019
Q4 		$389K Buy
4,154
+18
+0.4% +$1.63K 0.22% 59
2019
Q3 		$367K Buy
4,136
+1,798
+77% +$157K 0.24% 55
2019
Q2 		$204K Buy
2,338
+871
+59% +$75.3K 0.15% 60
2019
Q1 		$126K Buy
1,467
+77
+6% +$6.43K 0.1% 72
2018
Q4 		$108K Buy
+1,390
New +$116K 0.1% 74

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Larson Financial Group's VYM Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q2 2026, buying an estimated $43.1K and bringing the position to 22,102 shares worth $3.49M. The position accounts for 0.09% of the portfolio, ranked #181.

Larson Financial Group first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Larson Financial Group held 22,102 shares of Vanguard High Dividend Yield ETF worth $3.49M as of Q2 2026.
  • Larson Financial Group bought 276 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $43.1K.
  • Vanguard High Dividend Yield ETF made up 0.09% of Larson Financial Group's portfolio in Q2 2026, its #181 holding.
  • Larson Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.