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Leavell Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Leavell Investment 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 		$2.02M Buy
13,648
+305
+2% +$45.9K 0.08% 225
2025
Q4 		$1.91M Sell
13,343
-249
-2% -$35.4K 0.08% 222
2025
Q3 		$1.92M Sell
13,592
-1,866
-12% -$256K 0.08% 220
2025
Q2 		$2.06M Sell
15,458
-380
-2% -$48.1K 0.09% 209
2025
Q1 		$2.04M Buy
15,838
+173
+1% +$22.6K 0.1% 198
2024
Q4 		$2M Sell
15,665
-782
-5% -$102K 0.1% 193
2024
Q3 		$2.11M Sell
16,447
-864
-5% -$107K 0.11% 182
2024
Q2 		$2.05M Buy
17,311
+261
+2% +$30.9K 0.11% 178
2024
Q1 		$2.06M Sell
17,050
-688
-4% -$78.8K 0.12% 170
2023
Q4 		$1.98M Sell
17,738
-3,211
-15% -$337K 0.13% 170
2023
Q3 		$2.16M Sell
20,949
-3,771
-15% -$405K 0.15% 142
2023
Q2 		$2.62M Sell
24,720
-5,970
-19% -$626K 0.18% 133
2023
Q1 		$3.24M Sell
30,690
-3,123
-9% -$336K 0.23% 115
2022
Q4 		$3.66M Buy
33,813
+7,039
+26% +$749K 0.27% 101
2022
Q3 		$2.54M Buy
26,774
+5,197
+24% +$540K 0.2% 129
2022
Q2 		$2.19M Buy
21,577
+2,869
+15% +$311K 0.17% 134
2022
Q1 		$2.1M Buy
18,708
+500
+3% +$55.8K 0.14% 149
2021
Q4 		$2.04M Sell
18,208
-48
-0.3% -$5.22K 0.14% 149
2021
Q3 		$1.89M Buy
18,256
+2,651
+17% +$280K 0.14% 146
2021
Q2 		$1.58M Hold
15,605
– – 0.13% 160
2021
Q1 		$1.58M Buy
15,605
+4,110
+36% +$396K 0.13% 160
2020
Q4 		$1.05M Buy
11,495
+934
+9% +$81.1K 0.09% 186
2020
Q3 		$855K Hold
10,561
– – 0.07% 200
2020
Q2 		$832K Buy
10,561
+200
+2% +$15.5K 0.08% 195
2020
Q1 		$733K Buy
10,361
+1,284
+14% +$110K 0.08% 184
2019
Q4 		$851K Buy
9,077
+242
+3% +$21.9K 0.08% 201
2019
Q3 		$784K Buy
8,835
+250
+3% +$21.9K 0.08% 206
2019
Q2 		$750K Buy
8,585
+1,145
+15% +$99K 0.08% 217
2019
Q1 		$637K Sell
7,440
-700
-9% -$58.5K 0.07% 227
2018
Q4 		$635K Buy
8,140
+215
+3% +$17.9K 0.08% 217
2018
Q3 		$696K Sell
7,925
-590
-7% -$51.1K 0.07% 222
2018
Q2 		$707K Sell
8,515
-65
-0.8% -$5.44K 0.08% 216
2018
Q1 		$708K Sell
8,580
-930
-10% -$80K 0.08% 224
2017
Q4 		$814K Sell
9,510
-1,355
-12% -$113K 0.1% 200
2017
Q3 		$881K Sell
10,865
-20
-0.2% -$1.59K 0.11% 184
2017
Q2 		$851K Buy
10,885
+1,335
+14% +$104K 0.11% 183
2017
Q1 		$742K Buy
9,550
+2,375
+33% +$183K 0.1% 191
2016
Q4 		$544K Sell
7,175
-67
-0.9% -$4.92K 0.07% 226
2016
Q3 		$522K Buy
7,242
+25
+0.3% +$1.82K 0.08% 229
2016
Q2 		$516K Buy
7,217
+1,592
+28% +$111K 0.08% 225
2016
Q1 		$388K Sell
5,625
-240
-4% -$15.7K 0.06% 266
2015
Q4 		$391K Hold
5,865
– – 0.06% 258
2015
Q3 		$367K Sell
5,865
-150
-2% -$9.87K 0.06% 267
2015
Q2 		$405K Buy
6,015
+435
+8% +$30.2K 0.06% 272
2015
Q1 		$381K Buy
5,580
+1,800
+48% +$124K 0.06% 290
2014
Q4 		$260K Sell
3,780
-500
-12% -$33.9K 0.04% 347
2014
Q3 		$284K Hold
4,280
– – 0.05% 327
2014
Q2 		$284K Hold
4,280
– – 0.04% 331
2014
Q1 		$270K Hold
4,280
– – 0.05% 328
2013
Q4 		$267K Buy
4,280
+780
+22% +$47.1K 0.05% 331
2013
Q3 		$201K Buy
+3,500
New +$203K 0.04% 374

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

Leavell Investment Management's VYM Position: Q1 2026 in Review

Leavell Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.3% in Q1 2026, buying an estimated $45.9K and bringing the position to 13,648 shares worth $2.02M. The position accounts for 0.08% of the portfolio, ranked #225.

Leavell Investment Management first reported a position in VYM in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.66M in Q4 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Leavell Investment Management held 13,648 shares of Vanguard High Dividend Yield ETF worth $2.02M as of Q1 2026.
  • Leavell Investment Management bought 305 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $45.9K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Leavell Investment Management's portfolio in Q1 2026, its #225 holding.
  • Leavell Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2013 and has held it in 51 quarters since.
  • Leavell Investment Management's Vanguard High Dividend Yield ETF position peaked at $3.66M in Q4 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.