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	$473K	Sell	2,992 -689	-19%	-$108K	0.04%	143
2026 Q1	$545K	Buy	3,681 +410	+13%	+$61.6K	0.06%	126
2025 Q4	$469K	Sell	3,271 -442	-12%	-$62.9K	0.05%	137
2025 Q3	$523K	Buy	3,713 +513	+16%	+$70.5K	0.06%	122
2025 Q2	$427K	Sell	3,200 -30	-0.9%	-$3.8K	0.06%	137
2025 Q1	$416K	Buy	3,230 +13	+0.4%	+$1.7K	0.07%	120
2024 Q4	$410K	Hold	3,217	–	–	0.07%	121
2024 Q3	$412K	Buy	3,217 +30	+0.9%	+$3.7K	0.07%	122
2024 Q2	$378K	Sell	3,187 -424	-12%	-$50.3K	0.07%	123
2024 Q1	$437K	Sell	3,611 -220	-6%	-$25.2K	0.09%	100
2023 Q4	$428K	Buy	+3,831	New	+$403K	0.1%	101

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19% in Q2 2026, selling an estimated $108K and leaving 2,992 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #143.

Legacy Edge Advisors first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $545K in Q1 2026. 2,068 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Legacy Edge Advisors held 2,992 shares of Vanguard High Dividend Yield ETF worth $473K as of Q2 2026.
Legacy Edge Advisors sold 689 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $108K.
Vanguard High Dividend Yield ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #143 holding.
Legacy Edge Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's Vanguard High Dividend Yield ETF position peaked at $545K in Q1 2026.
2,068 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.