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

Legacy 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 Q3	$5.41M	Hold	34,875	–	–	0.52%	33
2026 Q2	$5.51M	Hold	34,875	–	–	0.51%	37
2026 Q1	$5.16M	Buy	34,875 +429	+1%	+$64.5K	0.61%	35
2025 Q4	$4.94M	Hold	34,446	–	–	0.53%	37
2025 Q3	$4.86M	Buy	+34,446	New	+$4.73M	0.6%	33
2025 Q1	$3.84M	Hold	29,808	–	–	0.4%	50
2024 Q4	$3.8M	Buy	29,808 +4,060	+16%	+$529K	0.37%	47
2024 Q3	$3.3M	Hold	25,748	–	–	0.36%	54
2024 Q2	$3.05M	Hold	25,748	–	–	0.37%	49
2024 Q1	$3.12M	Hold	25,748	–	–	0.39%	49
2023 Q4	$2.87M	Hold	25,748	–	–	0.37%	58
2023 Q3	$2.66M	Buy	25,748 +159	+0.6%	+$17.1K	0.43%	60
2023 Q2	$2.71M	Buy	25,589 +17,160	+204%	+$1.8M	0.4%	58
2023 Q1	$889K	Sell	8,429 -188	-2%	-$20.2K	0.16%	105
2022 Q4	$932K	Hold	8,617	–	–	0.17%	93
2022 Q3	$818K	Hold	8,617	–	–	0.18%	86
2022 Q2	$876K	Hold	8,617	–	–	0.18%	80
2022 Q1	$967K	Buy	+8,617	New	+$961K	0.19%	78
2020 Q3	–	Sell	-7,698	Closed	-$606K	–	113
2020 Q2	$606K	Sell	7,698 -514	-6%	-$40K	0.48%	51
2020 Q1	$581K	Sell	8,212 -256	-3%	-$22K	0.58%	46
2019 Q4	$794K	Hold	8,468	–	–	0.5%	45
2019 Q3	$751K	Hold	8,468	–	–	0.56%	43
2019 Q2	$740K	Sell	8,468 -8,358	-50%	-$723K	0.5%	44
2019 Q1	$1.44M	Buy	16,826 +8,470	+101%	+$707K	0.47%	51
2018 Q4	$652K	Buy	8,356 +129	+2%	+$10.8K	0.49%	47
2018 Q3	$722K	Hold	8,227	–	–	0.36%	72
2018 Q2	$683K	Buy	8,227 +56	+0.7%	+$4.69K	0.51%	41
2018 Q1	$680K	Buy	8,171 +7,401	+961%	+$636K	0.5%	40
2017 Q4	$65K	Buy	+770	New	+$64.4K	0.06%	114

Other funds holding VYM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Legacy Advisors's VYM Position: Q3 2026 in Review

Legacy Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 34,875 shares worth $5.41M. The position accounts for 0.52% of the portfolio, ranked #33.

Legacy Advisors first reported a position in VYM in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.51M in Q2 2026. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Legacy Advisors held 34,875 shares of Vanguard High Dividend Yield ETF worth $5.41M as of Q3 2026.
Legacy Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.52% of Legacy Advisors's portfolio in Q3 2026, its #33 holding.
Legacy Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 29 quarters since.
Legacy Advisors's Vanguard High Dividend Yield ETF position peaked at $5.51M in Q2 2026.
1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.