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

Lowe 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 Q3	$4.38M	Buy	31,073 +346	+1%	+$47.5K	1.6%	13
2025 Q2	$4.1M	Buy	30,727 +1,652	+6%	+$209K	1.6%	13
2025 Q1	$3.75M	Buy	29,075 +2,638	+10%	+$345K	1.59%	12
2024 Q4	$3.37M	Buy	26,437 +596	+2%	+$77.7K	1.44%	12
2024 Q3	$3.31M	Buy	25,841 +1,301	+5%	+$161K	1.43%	12
2024 Q2	$2.91M	Sell	24,540 -4,530	-16%	-$537K	1.33%	12
2024 Q1	$3.52M	Sell	29,070 -875	-3%	-$100K	1.64%	12
2023 Q4	$3.34M	Sell	29,945 -2,413	-7%	-$254K	1.65%	12
2023 Q3	$3.34M	Sell	32,358 -2,784	-8%	-$299K	1.78%	13
2023 Q2	$3.73M	Buy	35,142 +51	+0.1%	+$5.35K	1.89%	11
2023 Q1	$3.7M	Buy	35,091 +1,303	+4%	+$140K	1.99%	11
2022 Q4	$3.66M	Buy	33,788 +5,646	+20%	+$601K	2.02%	11
2022 Q3	$2.67M	Buy	28,142 +2,282	+9%	+$237K	1.57%	12
2022 Q2	$2.63M	Buy	+25,860	New	+$2.8M	1.44%	11

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

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

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

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

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

Lowe Wealth Advisors's VYM Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q3 2025, buying an estimated $47.5K and bringing the position to 31,073 shares worth $4.38M. The position accounts for 1.6% of the portfolio, ranked #13.

Lowe Wealth Advisors first reported a position in VYM in Q2 2022 and has held it in 14 quarters since. 1,834 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Lowe Wealth Advisors held 31,073 shares of Vanguard High Dividend Yield ETF worth $4.38M as of Q3 2025.
Lowe Wealth Advisors bought 346 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $47.5K.
Vanguard High Dividend Yield ETF made up 1.6% of Lowe Wealth Advisors's portfolio in Q3 2025, its #13 holding.
Lowe Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 14 quarters since.
1,834 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.