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LRI Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LRI Investments’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 		$7.9K Hold
50
– – ﹤0.01% 1027
2026
Q1 		$7.41K Sell
50
-200
-80% -$30.1K ﹤0.01% 970
2025
Q4 		$35.9K Buy
250
+200
+400% +$28.4K ﹤0.01% 599
2025
Q3 		$7.05K Hold
50
– – ﹤0.01% 954
2025
Q2 		$6.67K Hold
50
– – ﹤0.01% 937
2025
Q1 		$6.45K Hold
50
– – ﹤0.01% 882
2024
Q4 		$6.38K Hold
50
– – ﹤0.01% 873
2024
Q3 		$6.56K Hold
50
– – ﹤0.01% 873
2024
Q2 		$5.93K Hold
50
– – ﹤0.01% 856
2024
Q1 		$6.05K Buy
+50
New +$5.73K ﹤0.01% 591

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LRI Investments's VYM Position: Q2 2026 in Review

LRI Investments held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 50 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

LRI Investments first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $35.9K in Q4 2025. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • LRI Investments held 50 shares of Vanguard High Dividend Yield ETF worth $7.9K as of Q2 2026.
  • LRI Investments left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1027 holding.
  • LRI Investments first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Vanguard High Dividend Yield ETF position peaked at $35.9K in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.