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LexAurum Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LexAurum 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 		$515K Sell
3,257
-46
-1% -$7.19K 0.06% 241
2026
Q1 		$489K Buy
+3,303
New +$497K 0.06% 234
2025
Q3 		$445K Sell
3,157
-13
-0.4% -$1.79K 0.06% 221
2025
Q2 		$423K Sell
3,170
-7
-0.2% -$887 0.07% 220
2025
Q1 		$410K Sell
3,177
-4,524
-59% -$592K 0.08% 222
2024
Q4 		$983K Buy
7,701
+284
+4% +$37K 0.19% 107
2024
Q3 		$951K Sell
7,417
-70
-0.9% -$8.64K 0.21% 102
2024
Q2 		$888K Sell
7,487
-656
-8% -$77.8K 0.22% 103
2024
Q1 		$985K Sell
8,143
-8
-0.1% -$917 0.25% 90
2023
Q4 		$910K Buy
8,151
+874
+12% +$91.8K 0.24% 93
2023
Q3 		$752K Buy
7,277
+54
+0.7% +$5.79K 0.22% 102
2023
Q2 		$766K Sell
7,223
-250
-3% -$26.2K 0.23% 97
2023
Q1 		$788K Buy
7,473
+4,842
+184% +$521K 0.26% 87
2022
Q4 		$285K Buy
2,631
+4
+0.2% +$426 0.1% 190
2022
Q3 		$249K Sell
2,627
-1,021
-28% -$106K 0.1% 200
2022
Q2 		$371K Buy
3,648
+68
+2% +$7.37K 0.14% 152
2022
Q1 		$402K Sell
3,580
-389
-10% -$43.4K 0.13% 155
2021
Q4 		$445K Sell
3,969
-126
-3% -$13.7K 0.14% 153
2021
Q3 		$423K Buy
4,095
+179
+5% +$18.9K 0.12% 182
2021
Q2 		$410K Buy
3,916
+206
+6% +$21.6K 0.12% 186
2021
Q1 		$375K Buy
3,710
+54
+1% +$5.21K 0.13% 176
2020
Q4 		$335K Hold
3,656
– – 0.12% 178
2020
Q3 		$296K Sell
3,656
-200
-5% -$16.4K 0.12% 168
2020
Q2 		$304K Hold
3,856
– – 0.17% 138
2020
Q1 		$273K Buy
3,856
+237
+7% +$20.4K 0.19% 122
2019
Q4 		$339K Buy
3,619
+11
+0.3% +$997 0.17% 139
2019
Q3 		$320K Hold
3,608
– – 0.19% 131
2019
Q2 		$315K Sell
3,608
-150
-4% -$13K 0.19% 120
2019
Q1 		$322K Sell
3,758
-515
-12% -$43K 0.21% 108
2018
Q4 		$333K Buy
4,273
+73
+2% +$6.09K 0.26% 87
2018
Q3 		$366K Buy
+4,200
New +$363K 0.26% 91

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LexAurum Advisors's VYM Position: Q2 2026 in Review

LexAurum Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, selling an estimated $7.19K and leaving 3,257 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #241.

LexAurum Advisors first reported a position in VYM in Q3 2018 and has held it in 31 quarters since. The position peaked at $985K in Q1 2024. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • LexAurum Advisors held 3,257 shares of Vanguard High Dividend Yield ETF worth $515K as of Q2 2026.
  • LexAurum Advisors sold 46 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.19K.
  • Vanguard High Dividend Yield ETF made up 0.06% of LexAurum Advisors's portfolio in Q2 2026, its #241 holding.
  • LexAurum Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and has held it in 31 quarters since.
  • LexAurum Advisors's Vanguard High Dividend Yield ETF position peaked at $985K in Q1 2024.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.