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 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 $1.37T 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lodestar Private Asset Management's VYM Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.58% in Q1 2026, buying an estimated $15.5K and bringing the position to 17,763 shares worth $2.63M. The position accounts for 0.26% of the portfolio, ranked #66.

Lodestar Private Asset Management first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.7M in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Lodestar Private Asset Management held 17,763 shares of Vanguard High Dividend Yield ETF worth $2.63M as of Q1 2026.
Lodestar Private Asset Management bought 103 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $15.5K.
Vanguard High Dividend Yield ETF made up 0.26% of Lodestar Private Asset Management's portfolio in Q1 2026, its #66 holding.
Lodestar Private Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Vanguard High Dividend Yield ETF position peaked at $2.7M in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.