Lido Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42.7M | Buy |
270,440
+11,974
| +5% | +$1.87M | 0.12% | 116 |
|
|
2026
Q1 | $38.3M | Sell |
258,466
-2,361
| -0.9% | -$355K | 0.12% | 117 |
|
|
2025
Q4 | $36.9M | Buy |
260,827
+30,837
| +13% | +$4.39M | 0.11% | 124 |
|
|
2025
Q3 | $32.4M | Buy |
229,990
+502
| +0.2% | +$69K | 0.1% | 128 |
|
|
2025
Q2 | $30.6M | Sell |
229,488
-7,358
| -3% | -$932K | 0.12% | 105 |
|
|
2025
Q1 | $30.5M | Buy |
236,846
+16,225
| +7% | +$2.12M | 0.14% | 91 |
|
|
2024
Q4 | $28.1M | Buy |
220,621
+25,193
| +13% | +$3.29M | 0.13% | 96 |
|
|
2024
Q3 | $25.1M | Sell |
195,428
-654
| -0.3% | -$80.7K | 0.12% | 85 |
|
|
2024
Q2 | $23.3M | Sell |
196,082
-8,605
| -4% | -$1.02M | 0.13% | 84 |
|
|
2024
Q1 | $24.8M | Sell |
204,687
-5,627
| -3% | -$645K | 0.15% | 72 |
|
|
2023
Q4 | $23.5M | Sell |
210,314
-38,997
| -16% | -$4.1M | 0.16% | 63 |
|
|
2023
Q3 | $25.8M | Sell |
249,311
-22,539
| -8% | -$2.42M | 0.2% | 54 |
|
|
2023
Q2 | $28.8M | Sell |
271,850
-17,254
| -6% | -$1.81M | 0.21% | 54 |
|
|
2023
Q1 | $30.5M | Buy |
289,104
+63,212
| +28% | +$6.8M | 0.3% | 42 |
|
|
2022
Q4 | $24.4M | Buy |
225,892
+4,285
| +2% | +$456K | 0.3% | 41 |
|
|
2022
Q3 | $21M | Buy |
221,607
+27,276
| +14% | +$2.84M | 0.26% | 43 |
|
|
2022
Q2 | $19.8M | Sell |
194,331
-2,293
| -1% | -$248K | 0.26% | 44 |
|
|
2022
Q1 | $22.1M | Buy |
196,624
+20,685
| +12% | +$2.31M | 0.25% | 43 |
|
|
2021
Q4 | $19.7M | Buy |
175,939
+29,808
| +20% | +$3.24M | 0.21% | 47 |
|
|
2021
Q3 | $15.1M | Buy |
146,131
+11,079
| +8% | +$1.17M | 0.21% | 61 |
|
|
2021
Q2 | $14.1M | Buy |
135,052
+22,701
| +20% | +$2.38M | 0.2% | 61 |
|
|
2021
Q1 | $11.4M | Buy |
112,351
+48,990
| +77% | +$4.73M | 0.2% | 67 |
|
|
2020
Q4 | $5.8M | Sell |
63,361
-11,428
| -15% | -$993K | 0.12% | 110 |
|
|
2020
Q3 | $6.05M | Buy |
74,789
+3,491
| +5% | +$286K | 0.15% | 86 |
|
|
2020
Q2 | $5.62M | Buy |
71,298
+4,077
| +6% | +$317K | 0.17% | 78 |
|
|
2020
Q1 | $4.76M | Buy |
67,221
+7,378
| +12% | +$634K | 0.2% | 71 |
|
|
2019
Q4 | $5.61M | Buy |
59,843
+44,842
| +299% | +$4.07M | 0.22% | 68 |
|
|
2019
Q3 | $1.33M | Buy |
15,001
+1,242
| +9% | +$109K | 0.07% | 171 |
|
|
2019
Q2 | $1.2M | Sell |
13,759
-240
| -2% | -$20.8K | 0.07% | 156 |
|
|
2019
Q1 | $1.2M | Buy |
13,999
+4,325
| +45% | +$361K | 0.08% | 152 |
|
|
2018
Q4 | $754K | Sell |
9,674
-127
| -1% | -$10.6K | 0.07% | 162 |
|
|
2018
Q3 | $860K | Buy |
9,801
+289
| +3% | +$25K | 0.08% | 146 |
|
|
2018
Q2 | $789K | Buy |
9,512
+1,390
| +17% | +$116K | 0.09% | 140 |
|
|
2018
Q1 | $669K | Buy |
8,122
+942
| +13% | +$81K | 0.09% | 149 |
|
|
2017
Q4 | $614K | Buy |
7,180
+8
| +0.1% | +$669 | 0.09% | 128 |
|
|
2017
Q3 | $591K | Sell |
7,172
-780
| -10% | -$61.9K | 0.09% | 128 |
|
|
2017
Q2 | $622K | Hold |
7,952
| – | – | 0.13% | 99 |
|
|
2017
Q1 | $618K | Hold |
7,952
| – | – | 0.17% | 90 |
|
|
2016
Q4 | $603K | Sell |
7,952
-26
| -0.3% | -$1.91K | 0.15% | 76 |
|
|
2016
Q3 | $576K | Buy |
7,978
+1,070
| +15% | +$77.7K | 0.18% | 57 |
|
|
2016
Q2 | $494K | Hold |
6,908
| – | – | 0.15% | 63 |
|
|
2016
Q1 | $477K | Buy |
+6,908
| New | +$452K | 0.16% | 62 |
|
Other funds holding VYM
Lido Advisors's VYM Position: Q2 2026 in Review
Lido Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.6% in Q2 2026, buying an estimated $1.87M and bringing the position to 270,440 shares worth $42.7M. The position accounts for 0.12% of the portfolio, ranked #116.
Lido Advisors first reported a position in VYM in Q1 2016 and has held it in 42 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Lido Advisors held 270,440 shares of Vanguard High Dividend Yield ETF worth $42.7M as of Q2 2026.
- Lido Advisors bought 11,974 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.87M.
- Vanguard High Dividend Yield ETF made up 0.12% of Lido Advisors's portfolio in Q2 2026, its #116 holding.
- Lido Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2016 and has held it in 42 quarters since.
- 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.