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

LongView 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 		$1.79M Buy
11,298
+116
+1% +$18.1K 0.46% 52
2026
Q1 		$1.71M Buy
11,182
+234
+2% +$35.2K 0.43% 55
2025
Q4 		$1.62M Buy
10,948
+2,333
+27% +$332K 0.39% 61
2025
Q3 		$1.21M Buy
8,615
+1,400
+19% +$192K 0.33% 68
2025
Q2 		$962K Buy
7,215
+699
+11% +$88.6K 0.29% 74
2025
Q1 		$840K Buy
6,516
+397
+6% +$52K 0.25% 81
2024
Q4 		$781K Buy
6,119
+431
+8% +$56.2K 0.24% 85
2024
Q3 		$729K Buy
5,688
+663
+13% +$81.8K 0.23% 83
2024
Q2 		$596K Buy
5,025
+480
+11% +$56.9K 0.22% 86
2024
Q1 		$550K Buy
4,545
+205
+5% +$23.5K 0.22% 89
2023
Q4 		$485K Buy
+4,340
New +$456K 0.22% 94

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

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

LongView Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1% in Q2 2026, buying an estimated $18.1K and bringing the position to 11,298 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #52.

LongView Wealth Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • LongView Wealth Management held 11,298 shares of Vanguard High Dividend Yield ETF worth $1.79M as of Q2 2026.
  • LongView Wealth Management bought 116 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $18.1K.
  • Vanguard High Dividend Yield ETF made up 0.46% of LongView Wealth Management's portfolio in Q2 2026, its #52 holding.
  • LongView Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.