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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 2,064 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.
2,064 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.