Lugano Financial Advisors SA (LFA)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	–	Sell	-1,555	Closed	-$223K	–	237
2025 Q4	$223K	Hold	1,555	–	–	0.12%	78
2025 Q3	$219K	Hold	1,555	–	–	0.12%	77
2025 Q2	$207K	Hold	1,555	–	–	0.12%	75
2025 Q1	$201K	Hold	1,555	–	–	0.14%	69
2024 Q4	$198K	Hold	1,555	–	–	0.13%	72
2024 Q3	$199K	Hold	1,555	–	–	0.14%	76
2024 Q2	$184K	Hold	1,555	–	–	0.14%	66
2024 Q1	$188K	Buy	1,555 +225	+17%	+$25.8K	0.14%	70
2023 Q4	$148K	Buy	+1,330	New	+$140K	0.12%	72
2020 Q4	–	Sell	-470	Closed	-$39K	–	118
2020 Q3	$39K	Sell	470 -200	-30%	-$16.4K	0.04%	92
2020 Q2	$53K	Hold	670	–	–	0.06%	91
2020 Q1	$61K	Hold	670	–	–	0.05%	101
2019 Q4	$63K	Buy	+670	New	+$60.8K	0.05%	104
2019 Q2	$59K	Hold	670	–	–	0.04%	104
2019 Q1	$57K	Buy	670 +200	+43%	+$16.7K	0.03%	103
2018 Q4	$41K	Hold	470	–	–	0.03%	135
2018 Q3	$41K	Hold	470	–	–	0.03%	135
2018 Q2	$39K	Buy	+470	New	+$39.4K	0.04%	105

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

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

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

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

Lugano Financial Advisors SA (LFA)'s VYM Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 1,555 shares — an estimated $223K sold.

Lugano Financial Advisors SA (LFA) first reported a position in VYM in Q2 2018 and held it in 18 quarters. The position peaked at $223K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Lugano Financial Advisors SA (LFA) reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,555 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $223K.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard High Dividend Yield ETF in Q2 2018 and held it in 18 quarters.
Lugano Financial Advisors SA (LFA)'s Vanguard High Dividend Yield ETF position peaked at $223K in Q4 2025.
2,013 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.