LVW Advisors
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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
Q3 		$1.28M Sell
8,252
-46
-0.6% -$7.46K 0.11% 127
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LVW Advisors's VYM Position: Q3 2026 in Review

LVW Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.55% in Q3 2026, selling an estimated $7.46K and leaving 8,252 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #127.

LVW Advisors first reported a position in VYM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.78M in Q4 2024. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • LVW Advisors held 8,252 shares of Vanguard High Dividend Yield ETF worth $1.28M as of Q3 2026.
  • LVW Advisors sold 46 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $7.46K.
  • Vanguard High Dividend Yield ETF made up 0.11% of LVW Advisors's portfolio in Q3 2026, its #127 holding.
  • LVW Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 14 quarters since.
  • LVW Advisors's Vanguard High Dividend Yield ETF position peaked at $1.78M in Q4 2024.
  • 1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.