Level Four Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Level Four Advisory Services’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	$9.97M	Buy	63,109 +5,111	+9%	+$799K	0.28%	80
2026 Q1	$8.59M	Buy	57,998 +1,738	+3%	+$261K	0.28%	78
2025 Q4	$8.07M	Buy	56,260 +4,113	+8%	+$585K	0.26%	89
2025 Q3	$7.35M	Buy	52,147 +20,604	+65%	+$2.83M	0.25%	99
2025 Q2	$4.21M	Sell	31,543 -76	-0.2%	-$9.63K	0.16%	178
2025 Q1	$4.08M	Buy	31,619 +1,131	+4%	+$148K	0.17%	171
2024 Q4	$3.89M	Sell	30,488 -8,139	-21%	-$1.06M	0.16%	167
2024 Q3	$4.94M	Sell	38,627 -752	-2%	-$92.8K	0.21%	143
2024 Q2	$4.67M	Buy	39,379 +2,744	+7%	+$325K	0.21%	134
2024 Q1	$4.09M	Hold	36,635	–	–	0.22%	118
2023 Q4	$4.09M	Buy	36,635 +2,141	+6%	+$225K	0.23%	115
2023 Q3	$3.56M	Buy	34,494 +2,771	+9%	+$297K	0.23%	116
2023 Q2	$3.36M	Buy	31,723 +2,525	+9%	+$265K	0.2%	122
2023 Q1	$3.08M	Sell	29,198 -1,165	-4%	-$125K	0.2%	124
2022 Q4	$3.29M	Buy	30,363 +5,022	+20%	+$534K	0.24%	97
2022 Q3	$2.4M	Buy	25,341 +688	+3%	+$71.5K	0.23%	113
2022 Q2	$2.51M	Sell	24,653 -375	-1%	-$40.6K	0.24%	117
2022 Q1	$2.81M	Sell	25,028 -836	-3%	-$93.2K	0.22%	123
2021 Q4	$2.9M	Buy	25,864 +8,142	+46%	+$886K	0.22%	117
2021 Q3	$1.83M	Sell	17,722 -19,287	-52%	-$2.04M	0.19%	130
2021 Q2	$3.88M	Sell	37,009 -460	-1%	-$48.3K	0.27%	92
2021 Q1	$3.79M	Buy	37,469 +272	+0.7%	+$26.2K	0.29%	85
2020 Q4	$3.4M	Buy	37,197 +1,802	+5%	+$157K	0.27%	97
2020 Q3	$2.87M	Sell	35,395 -658	-2%	-$53.9K	0.22%	112
2020 Q2	$2.84M	Sell	36,053 -8,234	-19%	-$640K	0.22%	119
2020 Q1	$3.13M	Sell	44,287 -1,586	-3%	-$136K	0.38%	60
2019 Q4	$4.3M	Buy	45,873 +219	+0.5%	+$19.9K	0.17%	153
2019 Q3	$4.05M	Buy	45,654 +2,234	+5%	+$196K	0.42%	51
2019 Q2	$3.81M	Sell	43,420 -1,217	-3%	-$105K	0.38%	60
2019 Q1	$3.82M	Buy	44,637 +438	+1%	+$36.6K	0.42%	58
2018 Q4	$3.45M	Sell	44,199 -2,496	-5%	-$208K	0.43%	57
2018 Q3	$4.07M	Sell	46,695 -316	-0.7%	-$27.3K	0.44%	56
2018 Q2	$3.9M	Buy	47,011 +1,029	+2%	+$86.2K	0.28%	83
2018 Q1	$3.79M	Sell	45,982 -233	-0.5%	-$20K	0.29%	80
2017 Q4	$3.96M	Buy	46,215 +2,354	+5%	+$197K	0.31%	75
2017 Q3	$3.56M	Buy	43,861 +8,664	+25%	+$688K	0.32%	71
2017 Q2	$2.72M	Sell	35,197 -9,063	-20%	-$706K	0.42%	61
2017 Q1	$3.43M	Buy	44,260 +7,330	+20%	+$566K	0.35%	63
2016 Q4	$2.8M	Buy	+36,930	New	+$2.71M	0.36%	55

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

Level Four Advisory Services's VYM Position: Q2 2026 in Review

Level Four Advisory Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 8.8% in Q2 2026, buying an estimated $799K and bringing the position to 63,109 shares worth $9.97M. The position accounts for 0.28% of the portfolio, ranked #80.

Level Four Advisory Services first reported a position in VYM in Q4 2016 and has held it in 39 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Level Four Advisory Services held 63,109 shares of Vanguard High Dividend Yield ETF worth $9.97M as of Q2 2026.
Level Four Advisory Services bought 5,111 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $799K.
Vanguard High Dividend Yield ETF made up 0.28% of Level Four Advisory Services's portfolio in Q2 2026, its #80 holding.
Level Four Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 39 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.