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

Legacy Edge 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
Q2 		$427K Sell
3,200
-481
-13% -$75.2K 0.06% 137
2026
Q1 		$545K Buy
3,681
+410
+13% +$61.6K 0.06% 126
2025
Q4 		$469K Buy
+3,271
New +$465K 0.05% 137

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Legacy Edge Advisors's VYM Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 13% in Q2 2026, selling an estimated $75.2K and leaving 3,200 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #137.

Legacy Edge Advisors first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $545K in Q1 2026. 1,546 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Legacy Edge Advisors held 3,200 shares of Vanguard High Dividend Yield ETF worth $427K as of Q2 2026.
  • Legacy Edge Advisors sold 481 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $75.2K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #137 holding.
  • Legacy Edge Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Vanguard High Dividend Yield ETF position peaked at $545K in Q1 2026.
  • 1,546 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.