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 Q2	$3.07M	Buy	19,402 +165	+0.9%	+$25.8K	0.73%	18
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 $1.55T 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

Liberty Square Wealth Partners's VYM Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.86% in Q2 2026, buying an estimated $25.8K and bringing the position to 19,402 shares worth $3.07M. The position accounts for 0.73% of the portfolio, ranked #18.

Liberty Square Wealth Partners first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,060 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Liberty Square Wealth Partners held 19,402 shares of Vanguard High Dividend Yield ETF worth $3.07M as of Q2 2026.
Liberty Square Wealth Partners bought 165 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $25.8K.
Vanguard High Dividend Yield ETF made up 0.73% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #18 holding.
Liberty Square Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,060 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.