Legacy Financial Group (Iowa)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Legacy Financial Group (Iowa)’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	$307K	Hold	1,945	–	–	0.03%	104
2026 Q1	$288K	Buy	1,945 +1	+0.1%	+$150	0.04%	98
2025 Q4	$297K	Buy	1,944 +1	+0.1%	+$142	0.04%	100
2025 Q3	$274K	Hold	1,943	–	–	0.04%	100
2025 Q2	$259K	Sell	1,943 -67	-3%	-$8.49K	0.04%	103
2025 Q1	$259K	Buy	2,010 +41	+2%	+$5.37K	0.04%	96
2024 Q4	$251K	Buy	+1,969	New	+$257K	0.04%	99
2024 Q3	–	Sell	-1,961	Closed	-$233K	–	105
2024 Q2	$233K	Buy	1,961 +1	+0.1%	+$119	0.05%	97
2024 Q1	$237K	Buy	+1,960	New	+$225K	0.05%	92
2023 Q4	–	Sell	-1,759	Closed	-$182K	–	507
2023 Q3	$182K	Buy	+1,759	New	+$189K	0.04%	97
2021 Q1	–	Sell	-10,301	Closed	-$943K	–	62
2020 Q4	$943K	Buy	+10,301	New	+$895K	0.36%	37

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 22.96% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VYM Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,945 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #104.

Legacy Financial Group (Iowa) first reported a position in VYM in Q4 2020 and has held it in 11 quarters since. The position peaked at $943K in Q4 2020. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Legacy Financial Group (Iowa) held 1,945 shares of Vanguard High Dividend Yield ETF worth $307K as of Q2 2026.
Legacy Financial Group (Iowa) left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #104 holding.
Legacy Financial Group (Iowa) first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 11 quarters since.
Legacy Financial Group (Iowa)'s Vanguard High Dividend Yield ETF position peaked at $943K in Q4 2020.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.