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Long Run Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Long Run Wealth Advisors’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
Q4 		$22.4M Buy
156,215
+4,548
+3% +$647K 4.22% 5
2025
Q3 		$21.4M Buy
151,667
+4,845
+3% +$666K 4.2% 5
2025
Q2 		$19.6M Buy
146,822
+3,038
+2% +$385K 4.11% 5
2025
Q1 		$18.5M Buy
143,784
+18,330
+15% +$2.4M 4.2% 5
2024
Q4 		$16M Buy
125,454
+717
+0.6% +$93.5K 3.84% 5
2024
Q3 		$16M Sell
124,737
-8
-0% -$988 3.76% 5
2024
Q2 		$14.8M Sell
124,745
-2,747
-2% -$326K 3.75% 5
2024
Q1 		$15.4M Buy
127,492
+4,385
+4% +$502K 4.06% 5
2023
Q4 		$13.7M Sell
123,107
-6,464
-5% -$679K 3.97% 5
2023
Q3 		$13.4M Buy
129,571
+4,320
+3% +$464K 4.34% 5
2023
Q2 		$13.3M Buy
125,251
+9,616
+8% +$1.01M 4.24% 5
2023
Q1 		$12.2M Buy
115,635
+929
+0.8% +$99.9K 4.15% 5
2022
Q4 		$12.4M Buy
114,706
+8,217
+8% +$874K 4.47% 4
2022
Q3 		$10.1M Buy
106,489
+14,374
+16% +$1.49M 4% 4
2022
Q2 		$9.37M Buy
92,115
+2,617
+3% +$284K 3.63% 5
2022
Q1 		$10M Buy
89,498
+2,831
+3% +$316K 3.51% 5
2021
Q4 		$9.72M Buy
+86,667
New +$9.43M 3.38% 5

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Long Run Wealth Advisors's VYM Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3% in Q4 2025, buying an estimated $647K and bringing the position to 156,215 shares worth $22.4M. The position accounts for 4.22% of the portfolio, ranked #5.

Long Run Wealth Advisors first reported a position in VYM in Q4 2021 and has held it in 17 quarters since. 1,994 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Long Run Wealth Advisors held 156,215 shares of Vanguard High Dividend Yield ETF worth $22.4M as of Q4 2025.
  • Long Run Wealth Advisors bought 4,548 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $647K.
  • Vanguard High Dividend Yield ETF made up 4.22% of Long Run Wealth Advisors's portfolio in Q4 2025, its #5 holding.
  • Long Run Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.