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Salomon & Ludwin’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Salomon & Ludwin’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 		$20.3M Sell
128,393
-3,138
-2% -$490K 1.67% 17
2026
Q1 		$19.5M Sell
131,531
-1,569
-1% -$236K 1.74% 16
2025
Q4 		$19.4M Sell
133,100
-3,992
-3% -$568K 1.72% 16
2025
Q3 		$19.4M Sell
137,092
-1,775
-1% -$244K 1.75% 16
2025
Q2 		$18.7M Sell
138,867
-5,582
-4% -$707K 1.85% 16
2025
Q1 		$18.6M Sell
144,449
-4,063
-3% -$532K 1.99% 16
2024
Q4 		$18.9M Sell
148,512
-10,050
-6% -$1.31M 2.01% 16
2024
Q3 		$20.3M Sell
158,562
-11,247
-7% -$1.39M 2.07% 15
2024
Q2 		$20.1M Sell
169,809
-54,236
-24% -$6.43M 2.25% 13
2024
Q1 		$27.1M Sell
224,045
-17,174
-7% -$1.97M 2.33% 12
2023
Q4 		$24.8M Hold
241,219
– – 2.59% 9
2023
Q3 		$24.8M Sell
241,219
-1,893
-0.8% -$203K 2.59% 9
2023
Q2 		$25.8M Sell
243,112
-2,707
-1% -$284K 2.74% 9
2023
Q1 		$25.9M Sell
245,819
-1,356
-0.5% -$146K 3.09% 7
2022
Q4 		$26.7M Sell
247,175
-3,362
-1% -$358K 3.39% 7
2022
Q3 		$23.8M Buy
250,537
+3,449
+1% +$359K 3.56% 7
2022
Q2 		$25.1M Sell
247,088
-4,099
-2% -$444K 3.89% 7
2022
Q1 		$28.2M Sell
251,187
-8,036
-3% -$896K 4.09% 7
2021
Q4 		$29.1M Sell
259,223
-6,195
-2% -$674K 4.11% 6
2021
Q3 		$27.4M Sell
265,418
-3,941
-1% -$417K 4.27% 5
2021
Q2 		$28.2M Sell
269,359
-7,101
-3% -$746K 4.43% 5
2021
Q1 		$27.9M Buy
276,460
+1,708
+0.6% +$165K 4.74% 5
2020
Q4 		$25.1M Sell
274,752
-7,259
-3% -$631K 4.66% 5
2020
Q3 		$22.8M Sell
282,011
-2,523
-0.9% -$207K 4.75% 4
2020
Q2 		$22.4M Buy
+284,534
New +$22.1M 4.83% 4

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Salomon & Ludwin's VYM Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.4% in Q2 2026, selling an estimated $490K and leaving 128,393 shares worth $20.3M. The position accounts for 1.67% of the portfolio, ranked #17.

Salomon & Ludwin first reported a position in VYM in Q2 2020 and has held it in 25 quarters since. The position peaked at $29.1M in Q4 2021. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Salomon & Ludwin held 128,393 shares of Vanguard High Dividend Yield ETF worth $20.3M as of Q2 2026.
  • Salomon & Ludwin sold 3,138 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $490K.
  • Vanguard High Dividend Yield ETF made up 1.67% of Salomon & Ludwin's portfolio in Q2 2026, its #17 holding.
  • Salomon & Ludwin first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 25 quarters since.
  • Salomon & Ludwin's Vanguard High Dividend Yield ETF position peaked at $29.1M in Q4 2021.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.