Lodestar Private Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lodestar Private Asset 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	$2.41M	Sell	15,225 -2,538	-14%	-$397K	0.21%	74
2026 Q1	$2.63M	Buy	17,763 +103	+0.6%	+$15.5K	0.26%	66
2025 Q4	$2.53M	Sell	17,660 -1,479	-8%	-$210K	0.25%	68
2025 Q3	$2.7M	Buy	19,139 +337	+2%	+$46.3K	0.28%	63
2025 Q2	$2.51M	Sell	18,802 -127	-0.7%	-$16.1K	0.29%	65
2025 Q1	$2.44M	Sell	18,929 -72	-0.4%	-$9.43K	0.31%	62
2024 Q4	$2.42M	Buy	19,001 +365	+2%	+$47.6K	0.3%	65
2024 Q3	$2.39M	Sell	18,636 -4	-0%	-$494	0.3%	65
2024 Q2	$2.21M	Buy	18,640 +2,740	+17%	+$325K	0.3%	67
2024 Q1	$1.92M	Buy	15,900 +80	+0.5%	+$9.17K	0.27%	71
2023 Q4	$1.77M	Sell	15,820 -981	-6%	-$103K	0.27%	72
2023 Q3	$1.74M	Buy	16,801 +178	+1%	+$19.1K	0.3%	67
2023 Q2	$1.76M	Buy	16,623 +390	+2%	+$40.9K	0.3%	65
2023 Q1	$1.71M	Sell	16,233 -808	-5%	-$86.9K	0.31%	66
2022 Q4	$1.84M	Buy	+17,041	New	+$1.81M	0.35%	63

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

Lodestar Private Asset Management's VYM Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q2 2026, selling an estimated $397K and leaving 15,225 shares worth $2.41M. The position accounts for 0.21% of the portfolio, ranked #74.

Lodestar Private Asset Management first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.7M in Q3 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Lodestar Private Asset Management held 15,225 shares of Vanguard High Dividend Yield ETF worth $2.41M as of Q2 2026.
Lodestar Private Asset Management sold 2,538 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $397K.
Vanguard High Dividend Yield ETF made up 0.21% of Lodestar Private Asset Management's portfolio in Q2 2026, its #74 holding.
Lodestar Private Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Vanguard High Dividend Yield ETF position peaked at $2.7M in Q3 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.