LF
VYM icon

LifeSteps Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LifeSteps Financial’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 		$4.52M Sell
28,617
-287
-1% -$44.9K 2.11% 10
2026
Q1 		$4.28M Sell
28,904
-171
-0.6% -$25.7K 2.71% 9
2025
Q4 		$4.17M Sell
29,075
-743
-2% -$106K 2.67% 8
2025
Q3 		$4.2M Buy
29,818
+41
+0.1% +$5.63K 2.7% 8
2025
Q2 		$3.97M Buy
29,777
+130
+0.4% +$16.5K 2.73% 9
2025
Q1 		$3.82M Sell
29,647
-752
-2% -$98.4K 3.1% 8
2024
Q4 		$3.88M Sell
30,399
-136
-0.4% -$17.7K 2.98% 7
2024
Q3 		$3.91M Sell
30,535
-332
-1% -$41K 3.06% 8
2024
Q2 		$3.66M Sell
30,867
-1,697
-5% -$201K 3.02% 7
2024
Q1 		$3.94M Sell
32,564
-236
-0.7% -$27K 2.97% 8
2023
Q4 		$3.66M Sell
32,800
-1,374
-4% -$144K 3.25% 7
2023
Q3 		$3.53M Sell
34,174
-132
-0.4% -$14.2K 3.59% 7
2023
Q2 		$3.64M Sell
34,306
-843
-2% -$88.4K 3.6% 7
2023
Q1 		$3.71M Sell
35,149
-406
-1% -$43.7K 3.93% 7
2022
Q4 		$3.85M Buy
35,555
+2,594
+8% +$276K 4.01% 7
2022
Q3 		$3.13M Sell
32,961
-777
-2% -$80.8K 3.52% 7
2022
Q2 		$3.43M Sell
33,738
-484
-1% -$52.5K 3.58% 6
2022
Q1 		$3.84M Sell
34,222
-3,449
-9% -$385K 2.84% 9
2021
Q4 		$4.22M Sell
37,671
-913
-2% -$99.3K 2.99% 9
2021
Q3 		$3.99M Sell
38,584
-458
-1% -$48.4K 3.05% 10
2021
Q2 		$4.09M Buy
39,042
+3,107
+9% +$326K 3.14% 9
2021
Q1 		$3.63M Sell
35,935
-1,138
-3% -$110K 3.03% 8
2020
Q4 		$3.39M Sell
37,073
-442
-1% -$38.4K 3.11% 8
2020
Q3 		$3.04M Sell
37,515
-2,718
-7% -$223K 3.2% 7
2020
Q2 		$3.17M Sell
40,233
-1,739
-4% -$135K 3.66% 7
2020
Q1 		$2.97M Sell
41,972
-2,977
-7% -$256K 3.42% 7
2019
Q4 		$4.21M Buy
+44,949
New +$4.08M 3.98% 5

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

LifeSteps Financial's VYM Position: Q2 2026 in Review

LifeSteps Financial reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.99% in Q2 2026, selling an estimated $44.9K and leaving 28,617 shares worth $4.52M. The position accounts for 2.11% of the portfolio, ranked #10.

LifeSteps Financial first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 984 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • LifeSteps Financial held 28,617 shares of Vanguard High Dividend Yield ETF worth $4.52M as of Q2 2026.
  • LifeSteps Financial sold 287 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $44.9K.
  • Vanguard High Dividend Yield ETF made up 2.11% of LifeSteps Financial's portfolio in Q2 2026, its #10 holding.
  • LifeSteps Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.