LJI Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LJI Wealth Management’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	$1.21M	Sell	7,651 -1,036	-12%	-$162K	0.17%	62
2026 Q1	$1.29M	Sell	8,687 -139	-2%	-$20.9K	0.21%	50
2025 Q4	$1.27M	Hold	8,826	–	–	0.19%	58
2025 Q3	$1.24M	Sell	8,826 -1,373	-13%	-$189K	0.22%	45
2025 Q2	$1.36M	Buy	10,199 +163	+2%	+$20.6K	0.24%	48
2025 Q1	$1.29M	Hold	10,036	–	–	0.26%	44
2024 Q4	$1.28M	Sell	10,036 -51	-0.5%	-$6.65K	0.25%	44
2024 Q3	$1.29M	Hold	10,087	–	–	0.26%	44
2024 Q2	$1.2M	Hold	10,087	–	–	0.26%	46
2024 Q1	$1.22M	Buy	10,087 +1,210	+14%	+$139K	0.32%	35
2023 Q4	$991K	Buy	8,877 +140	+2%	+$14.7K	0.26%	48
2023 Q3	$903K	Hold	8,737	–	–	0.26%	46
2023 Q2	$927K	Buy	8,737 +3,281	+60%	+$344K	0.27%	45
2023 Q1	$576K	Buy	5,456 +300	+6%	+$32.3K	0.18%	62
2022 Q4	$558K	Buy	+5,156	New	+$549K	0.2%	59

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

LJI Wealth Management's VYM Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $162K and leaving 7,651 shares worth $1.21M. The position accounts for 0.17% of the portfolio, ranked #62.

LJI Wealth Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q2 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

LJI Wealth Management held 7,651 shares of Vanguard High Dividend Yield ETF worth $1.21M as of Q2 2026.
LJI Wealth Management sold 1,036 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $162K.
Vanguard High Dividend Yield ETF made up 0.17% of LJI Wealth Management's portfolio in Q2 2026, its #62 holding.
LJI Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.36M in Q2 2025.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.