Lazari Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lazari Capital Management’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 Q1	$1.48M	Sell	9,992 -17	-0.2%	-$2.56K	0.51%	39
2025 Q4	$1.44M	Sell	10,009 -935	-9%	-$133K	0.48%	36
2025 Q3	$1.54M	Buy	10,944 +12	+0.1%	+$1.65K	0.52%	35
2025 Q2	$1.46M	Buy	10,932 +656	+6%	+$83.1K	0.55%	36
2025 Q1	$1.33M	Buy	+10,276	New	+$1.35M	0.54%	36

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lazari Capital Management's VYM Position: Q1 2026 in Review

Lazari Capital Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.17% in Q1 2026, selling an estimated $2.56K and leaving 9,992 shares worth $1.48M. The position accounts for 0.51% of the portfolio, ranked #39.

Lazari Capital Management first reported a position in VYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Lazari Capital Management held 9,992 shares of Vanguard High Dividend Yield ETF worth $1.48M as of Q1 2026.
Lazari Capital Management sold 17 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.56K.
Vanguard High Dividend Yield ETF made up 0.51% of Lazari Capital Management's portfolio in Q1 2026, its #39 holding.
Lazari Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
Lazari Capital Management's Vanguard High Dividend Yield ETF position peaked at $1.54M in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Lazari Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.