Leeward Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Leeward Financial Partners’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	$210K	Buy	+1,326	New	+$207K	0.06%	107

Other funds holding VYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Leeward Financial Partners's VYM Position: Q2 2026 in Review

Leeward Financial Partners opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,326 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #107 among its holdings.

1,448 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Leeward Financial Partners held 1,326 shares of Vanguard High Dividend Yield ETF worth $210K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Leeward Financial Partners position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.06% of Leeward Financial Partners's portfolio in Q2 2026, its #107 holding.
1,448 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.