WLIM
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White Lighthouse Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

White Lighthouse Investment 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
Q2 		$54M Sell
341,684
-41,323
-11% -$6.46M 6.73% 4
2026
Q1 		$56.7M Sell
383,007
-88,831
-19% -$13.4M 7.87% 3
2025
Q4 		$67.7M Buy
471,838
+8,910
+2% +$1.27M 9.45% 2
2025
Q3 		$65.2M Buy
462,928
+6,812
+1% +$936K 9.95% 2
2025
Q2 		$60.8M Buy
456,116
+14,242
+3% +$1.8M 9.89% 2
2025
Q1 		$57M Buy
441,874
+6,907
+2% +$904K 10.18% 2
2024
Q4 		$55.5M Buy
434,967
+4,965
+1% +$647K 9.75% 2
2024
Q3 		$55.1M Buy
430,002
+13,037
+3% +$1.61M 9.89% 2
2024
Q2 		$49.5M Buy
416,965
+16,708
+4% +$1.98M 9.54% 2
2024
Q1 		$48.4M Buy
400,257
+7,899
+2% +$905K 9.84% 2
2023
Q4 		$43.8M Buy
392,358
+19,366
+5% +$2.03M 9.59% 2
2023
Q3 		$38.5M Buy
372,992
+4,685
+1% +$503K 9.36% 2
2023
Q2 		$39.1M Buy
368,307
+28,488
+8% +$2.99M 9.33% 2
2023
Q1 		$35.9M Buy
339,819
+14,204
+4% +$1.53M 9.03% 2
2022
Q4 		$35.2M Sell
325,615
-9,317
-3% -$991K 9.57% 2
2022
Q3 		$31.8M Buy
334,932
+11,261
+3% +$1.17M 9.25% 2
2022
Q2 		$32.9M Sell
323,671
-422
-0.1% -$45.7K 9.42% 2
2022
Q1 		$36.4M Sell
324,093
-1,957
-0.6% -$218K 9.25% 2
2021
Q4 		$36.6M Buy
326,050
+9,460
+3% +$1.03M 9.11% 2
2021
Q3 		$32.7M Buy
316,590
+9,504
+3% +$1M 8.78% 2
2021
Q2 		$32.2M Buy
307,086
+11,973
+4% +$1.26M 8.81% 2
2021
Q1 		$29.8M Buy
295,113
+20,317
+7% +$1.96M 9.13% 2
2020
Q4 		$25.1M Buy
274,796
+8,478
+3% +$736K 8.03% 2
2020
Q3 		$21.6M Buy
266,318
+42,846
+19% +$3.51M 7.46% 2
2020
Q2 		$17.6M Buy
223,472
+17,479
+8% +$1.36M 6.47% 2
2020
Q1 		$14.6M Buy
205,993
+11,027
+6% +$947K 6.1% 2
2019
Q4 		$18.3M Buy
194,966
+18,557
+11% +$1.68M 6.7% 2
2019
Q3 		$15.7M Buy
176,409
+4,733
+3% +$414K 6.3% 2
2019
Q2 		$15M Buy
171,676
+21,167
+14% +$1.83M 6.26% 2
2019
Q1 		$12.9M Buy
150,509
+909
+0.6% +$75.9K 5.92% 3
2018
Q4 		$11.7M Buy
149,600
+13,918
+10% +$1.16M 6.41% 2
2018
Q3 		$11.8M Buy
135,682
+10,285
+8% +$890K 6.03% 3
2018
Q2 		$10.4M Buy
125,397
+37,800
+43% +$3.17M 5.72% 4
2018
Q1 		$7.23M Buy
87,597
+9,589
+12% +$824K 4.14% 4
2017
Q4 		$6.68M Buy
+78,008
New +$6.52M 3.84% 5

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

White Lighthouse Investment Management's VYM Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, selling an estimated $6.46M and leaving 341,684 shares worth $54M. The position accounts for 6.73% of the portfolio, ranked #4.

White Lighthouse Investment Management first reported a position in VYM in Q4 2017 and has held it in 35 quarters since. The position peaked at $67.7M in Q4 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • White Lighthouse Investment Management held 341,684 shares of Vanguard High Dividend Yield ETF worth $54M as of Q2 2026.
  • White Lighthouse Investment Management sold 41,323 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $6.46M.
  • Vanguard High Dividend Yield ETF made up 6.73% of White Lighthouse Investment Management's portfolio in Q2 2026, its #4 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 35 quarters since.
  • White Lighthouse Investment Management's Vanguard High Dividend Yield ETF position peaked at $67.7M in Q4 2025.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.