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Leo Wealth LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Leo Wealth LLC’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
Q1 		$1.88M Sell
12,671
-1,381
-10% -$208K 0.14% 127
2025
Q4 		$2.02M Buy
14,052
+6,880
+96% +$979K 0.15% 118
2025
Q3 		$1.01M Sell
7,172
-7,343
-51% -$1.01M 0.13% 124
2025
Q2 		$1.93M Buy
14,515
+7,012
+93% +$888K 0.15% 125
2025
Q1 		$968K Sell
7,503
-21,098
-74% -$2.76M 0.14% 128
2024
Q4 		$3.65M Buy
28,601
+18,031
+171% +$2.35M 0.33% 54
2024
Q3 		$1.36M Buy
10,570
+4,214
+66% +$520K 0.12% 128
2024
Q2 		$754K Hold
6,356
– – 0.08% 175
2024
Q1 		$769K Hold
6,356
– – 0.08% 173
2023
Q4 		$709K Buy
+6,356
New +$668K 0.07% 167

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo Wealth LLC's VYM Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.8% in Q1 2026, selling an estimated $208K and leaving 12,671 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #127.

Leo Wealth LLC first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.65M in Q4 2024. 2,016 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Leo Wealth LLC held 12,671 shares of Vanguard High Dividend Yield ETF worth $1.88M as of Q1 2026.
  • Leo Wealth LLC sold 1,381 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $208K.
  • Vanguard High Dividend Yield ETF made up 0.14% of Leo Wealth LLC's portfolio in Q1 2026, its #127 holding.
  • Leo Wealth LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Vanguard High Dividend Yield ETF position peaked at $3.65M in Q4 2024.
  • 2,016 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.