Liberty Square Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Liberty Square Wealth Partners’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	$2.85M	Buy	19,237 +50	+0.3%	+$7.52K	0.79%	17
2025 Q4	$2.75M	Sell	19,187 -634	-3%	-$90.2K	0.79%	18
2025 Q3	$2.79M	Buy	19,821 +1,799	+10%	+$247K	0.86%	19
2025 Q2	$2.4M	Sell	18,022 -191	-1%	-$24.2K	0.83%	20
2025 Q1	$2.35M	Buy	18,213 +5,863	+47%	+$768K	0.9%	19
2024 Q4	$1.65M	Buy	+12,350	New	+$1.61M	0.6%	30

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Liberty Square Wealth Partners's VYM Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.26% in Q1 2026, buying an estimated $7.52K and bringing the position to 19,237 shares worth $2.85M. The position accounts for 0.79% of the portfolio, ranked #17.

Liberty Square Wealth Partners first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Liberty Square Wealth Partners held 19,237 shares of Vanguard High Dividend Yield ETF worth $2.85M as of Q1 2026.
Liberty Square Wealth Partners bought 50 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $7.52K.
Vanguard High Dividend Yield ETF made up 0.79% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #17 holding.
Liberty Square Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.