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LBMC Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LBMC Investment 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
Q1 		$26M Buy
175,457
+1,827
+1% +$275K 1.58% 12
2025
Q4 		$24.9M Buy
173,630
+12,871
+8% +$1.83M 1.53% 13
2025
Q3 		$22.7M Buy
160,759
+14,300
+10% +$1.97M 1.44% 12
2025
Q2 		$19.5M Buy
146,459
+5,840
+4% +$740K 1.39% 12
2025
Q1 		$18.1M Buy
140,619
+787
+0.6% +$103K 1.42% 11
2024
Q4 		$17.8M Buy
139,832
+8,570
+7% +$1.12M 1.41% 9
2024
Q3 		$16.8M Buy
131,262
+12,932
+11% +$1.6M 1.33% 12
2024
Q2 		$14M Buy
118,330
+709
+0.6% +$84.1K 1.22% 12
2024
Q1 		$14.2M Sell
117,621
-75
-0.1% -$8.59K 1.23% 12
2023
Q4 		$13.1M Sell
117,696
-722
-0.6% -$75.9K 1.25% 11
2023
Q3 		$12M Buy
118,418
+7,940
+7% +$852K 1.28% 11
2023
Q2 		$11.7M Buy
110,478
+9,158
+9% +$961K 1.15% 13
2023
Q1 		$10.7M Buy
101,320
+3,118
+3% +$335K 1.08% 13
2022
Q4 		$10.6M Buy
98,202
+3,195
+3% +$340K 1.12% 13
2022
Q3 		$9.01M Sell
95,007
-15,118
-14% -$1.57M 1.04% 15
2022
Q2 		$11.2M Sell
110,125
-2,238
-2% -$243K 1.22% 13
2022
Q1 		$12.6M Buy
112,363
+22,287
+25% +$2.49M 1.12% 13
2021
Q4 		$10.1M Sell
90,076
-329,992
-79% -$35.9M 0.87% 20
2021
Q3 		$7.52K Buy
420,068
+357,662
+573% +$37.8M 0.7% 22
2021
Q2 		$6.54M Buy
62,406
+17,483
+39% +$1.84M 0.62% 24
2021
Q1 		$4.54M Buy
44,923
+3,513
+8% +$339K 0.48% 26
2020
Q4 		$3.79M Buy
41,410
+7,914
+24% +$687K 0.45% 27
2020
Q3 		$2.71M Buy
33,496
+1,998
+6% +$164K 0.38% 30
2020
Q2 		$2.48M Buy
+31,498
New +$2.45M 0.39% 25

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LBMC Investment Advisors's VYM Position: Q1 2026 in Review

LBMC Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q1 2026, buying an estimated $275K and bringing the position to 175,457 shares worth $26M. The position accounts for 1.58% of the portfolio, ranked #12.

LBMC Investment Advisors first reported a position in VYM in Q2 2020 and has held it in 24 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • LBMC Investment Advisors held 175,457 shares of Vanguard High Dividend Yield ETF worth $26M as of Q1 2026.
  • LBMC Investment Advisors bought 1,827 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $275K.
  • Vanguard High Dividend Yield ETF made up 1.58% of LBMC Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • LBMC Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.