Luminvest Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Luminvest Wealth Management’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	$1.86M	Hold	12,549	–	–	0.49%	18
2025 Q4	$1.8M	Hold	12,549	–	–	0.5%	16
2025 Q3	$1.77M	Buy	12,549 +3,344	+36%	+$460K	0.58%	16
2025 Q2	$1.23M	Buy	9,205 +128	+1%	+$16.2K	0.44%	19
2025 Q1	$1.17M	Buy	9,077 +23	+0.3%	+$3.01K	0.48%	16
2024 Q4	$1.16M	Buy	9,054 +3	+0%	+$391	0.47%	16
2024 Q3	$1.16M	Buy	9,051 +5,938	+191%	+$733K	0.48%	16
2024 Q2	$374K	Buy	+3,113	New	+$369K	0.18%	25

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

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

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

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

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

Luminvest Wealth Management's VYM Position: Q1 2026 in Review

Luminvest Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 12,549 shares worth $1.86M. The position accounts for 0.49% of the portfolio, ranked #18.

Luminvest Wealth Management first reported a position in VYM in Q2 2024 and has held it in 8 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Luminvest Wealth Management held 12,549 shares of Vanguard High Dividend Yield ETF worth $1.86M as of Q1 2026.
Luminvest Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.49% of Luminvest Wealth Management's portfolio in Q1 2026, its #18 holding.
Luminvest Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 8 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.