LPWM LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LPWM LLC’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 Q3	$205K	Hold	1,320	–	–	0.04%	99
2026 Q2	$209K	Buy	+1,320	New	+$206K	0.05%	95
2022 Q2	–	Sell	-2,341	Closed	-$264K	–	69
2022 Q1	$264K	Hold	2,341	–	–	0.13%	59
2021 Q4	$262K	Hold	2,341	–	–	0.14%	57
2021 Q3	$245K	Hold	2,341	–	–	0.15%	56
2021 Q2	$246K	Hold	2,341	–	–	0.15%	54
2021 Q1	$238K	Hold	2,341	–	–	0.16%	51
2020 Q4	$214K	Buy	+2,341	New	+$203K	0.16%	52

Other funds holding VYM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

LPWM LLC's VYM Position: Q3 2026 in Review

LPWM LLC held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,320 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #99.

LPWM LLC first reported a position in VYM in Q4 2020 and has held it in 8 quarters since. The position peaked at $264K in Q1 2022. 798 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

LPWM LLC held 1,320 shares of Vanguard High Dividend Yield ETF worth $205K as of Q3 2026.
LPWM LLC left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.04% of LPWM LLC's portfolio in Q3 2026, its #99 holding.
LPWM LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 8 quarters since.
LPWM LLC's Vanguard High Dividend Yield ETF position peaked at $264K in Q1 2022.
798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.