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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPWM LLC's VYM Position: Q2 2026 in Review

LPWM LLC opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,320 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #95 among its holdings. This is a return to the name: LPWM LLC previously reported a position in VYM as recently as Q1 2022.

LPWM LLC first reported a position in VYM in Q4 2020 and has held it in 7 quarters since. The position peaked at $264K in Q1 2022. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

LPWM LLC held 1,320 shares of Vanguard High Dividend Yield ETF worth $209K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new LPWM LLC position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.05% of LPWM LLC's portfolio in Q2 2026, its #95 holding.
LPWM LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 7 quarters since.
LPWM LLC's Vanguard High Dividend Yield ETF position peaked at $264K in Q1 2022.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.