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LVW Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

LVW Advisors’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 		$1.31M Sell
8,298
-950
-10% -$148K 0.11% 109
2026
Q1 		$1.37M Sell
9,248
-41
-0.4% -$6.16K 0.13% 91
2025
Q4 		$1.33M Sell
9,289
-1,320
-12% -$188K 0.14% 87
2025
Q3 		$1.5M Buy
10,609
+1,409
+15% +$194K 0.15% 82
2025
Q2 		$1.23M Sell
9,200
-2,981
-24% -$378K 0.13% 93
2025
Q1 		$1.57M Sell
12,181
-1,806
-13% -$236K 0.19% 75
2024
Q4 		$1.78M Buy
13,987
+3,507
+33% +$457K 0.21% 70
2024
Q3 		$1.34M Sell
10,480
-505
-5% -$62.3K 0.17% 91
2024
Q2 		$1.3M Buy
10,985
+93
+0.9% +$11K 0.19% 81
2024
Q1 		$1.32M Sell
10,892
-975
-8% -$112K 0.22% 74
2023
Q4 		$1.32M Buy
11,867
+9,072
+325% +$953K 0.25% 67
2023
Q3 		$289K Sell
2,795
-1,928
-41% -$207K 0.06% 173
2023
Q2 		$501K Buy
+4,723
New +$495K 0.1% 126

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LVW Advisors's VYM Position: Q2 2026 in Review

LVW Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, selling an estimated $148K and leaving 8,298 shares worth $1.31M. The position accounts for 0.11% of the portfolio, ranked #109.

LVW Advisors first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.78M in Q4 2024. 468 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • LVW Advisors held 8,298 shares of Vanguard High Dividend Yield ETF worth $1.31M as of Q2 2026.
  • LVW Advisors sold 950 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $148K.
  • Vanguard High Dividend Yield ETF made up 0.11% of LVW Advisors's portfolio in Q2 2026, its #109 holding.
  • LVW Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • LVW Advisors's Vanguard High Dividend Yield ETF position peaked at $1.78M in Q4 2024.
  • 468 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.