Lindbrook Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lindbrook Capital’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
2025 Q1	$882K	Hold	6,838	–	–	0.08%	147
2024 Q4	$872K	Sell	6,838 -2,000	-23%	-$261K	0.08%	150
2024 Q3	$1.13M	Sell	8,838 -89	-1%	-$11K	0.1%	133
2024 Q2	$1.06M	Hold	8,927	–	–	0.1%	127
2024 Q1	$1.08M	Hold	8,927	–	–	0.1%	127
2023 Q4	$997K	Hold	8,927	–	–	0.1%	122
2023 Q3	$922K	Hold	8,927	–	–	0.1%	112
2023 Q2	$947K	Hold	8,927	–	–	0.1%	119
2023 Q1	$942K	Hold	8,927	–	–	0.11%	113
2022 Q4	$966K	Hold	8,927	–	–	0.12%	122
2022 Q3	$847K	Hold	8,927	–	–	0.14%	91
2022 Q2	$908K	Buy	8,927 +262	+3%	+$28.4K	0.15%	93
2022 Q1	$973K	Buy	8,665 +114	+1%	+$12.7K	0.15%	94
2021 Q4	$959K	Buy	+8,551	New	+$930K	0.15%	87
2020 Q4	–	Sell	-76	Closed	-$6K	–	1889
2020 Q3	$6K	Buy	+76	New	+$6.22K	﹤0.01%	1066
2020 Q1	–	Sell	-769	Closed	-$72K	–	1873
2019 Q4	$72K	Buy	+769	New	+$69.7K	0.03%	333
2019 Q1	–	Sell	-621	Closed	-$48K	–	1517
2018 Q4	$48K	Buy	+621	New	+$51.8K	0.02%	356

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Lindbrook Capital's VYM Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2025 at 6,838 shares worth $882K. The position accounts for 0.08% of the portfolio, ranked #147.

Lindbrook Capital first reported a position in VYM in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.13M in Q3 2024. 1,798 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Lindbrook Capital held 6,838 shares of Vanguard High Dividend Yield ETF worth $882K as of Q1 2025.
Lindbrook Capital left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2025.
Vanguard High Dividend Yield ETF made up 0.08% of Lindbrook Capital's portfolio in Q1 2025, its #147 holding.
Lindbrook Capital first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 17 quarters since.
Lindbrook Capital's Vanguard High Dividend Yield ETF position peaked at $1.13M in Q3 2024.
1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.