Level Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Level Wealth Management’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	$234K	Buy	1,480 +7	+0.5%	+$1.09K	0.09%	65
2026 Q1	$218K	Buy	1,473 +6	+0.4%	+$902	0.1%	64
2025 Q4	$211K	Buy	1,467 +7	+0.5%	+$996	0.11%	59
2025 Q3	$206K	Buy	+1,460	New	+$201K	0.11%	61

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 Wealth Management's VYM Position: Q2 2026 in Review

Level Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.48% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,480 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #65.

Level Wealth Management first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Level Wealth Management held 1,480 shares of Vanguard High Dividend Yield ETF worth $234K as of Q2 2026.
Level Wealth Management bought 7 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.09K.
Vanguard High Dividend Yield ETF made up 0.09% of Level Wealth Management's portfolio in Q2 2026, its #65 holding.
Level Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.