LIBRA WEALTH LLC VYM VANGUARD HIGH DIV YLD ETF

Ownership history in LIBRA WEALTH LLC  ·  15 quarters on record

AI Ownership Summary

LIBRA WEALTH LLC reported VANGUARD HIGH DIV YLD ETF (VYM) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2023 Q4. The latest visible filing shows VYM at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LIBRA WEALTH LLC's position in VANGUARD HIGH DIV YLD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VYM was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LIBRA WEALTH LLC held VYM — position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,429 -67 -1.5% 0.18% $656K 2026-04-28 $154.29
2025 Q4 UNCHANGED 4,496 0% 0.18% $645K 2026-01-28 $147.82
2025 Q3 UNCHANGED 4,496 0% 0.19% $634K 2025-11-06 $137.84
2025 Q2 UNCHANGED 4,496 0% 0.20% $599K 2025-07-25 $134.10
2025 Q1 UNCHANGED 4,496 0% 0.22% $580K 2025-04-25 $120.25
2024 Q4 UNCHANGED 4,496 0% 0.22% $574K 2025-01-22 $127.90
2024 Q3 UNCHANGED 4,496 0% 0.23% $576K 2024-10-23 $124.72
2024 Q2 UNCHANGED 4,496 0% 0.23% $533K 2024-08-13 $115.75
2024 Q1 UNCHANGED 4,496 0% 0.24% $544K 2024-04-30 $110.29
2023 Q4 UNCHANGED 4,496 0% 0.25% $502K 2024-01-29 $106.71
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LIBRA WEALTH LLC and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LIBRA WEALTH LLC reported owning VYM?

LIBRA WEALTH LLC reported VYM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VYM position in LIBRA WEALTH LLC's portfolio?

The largest reported portfolio weight for VYM was 0.25% in 2023 Q4.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2026 Q1, when LIBRA WEALTH LLC reported 4,429 shares, equal to 0.18% of portfolio, with an estimated market value of $656K.

What does the chart on this VYM ownership page compare?

The chart compares LIBRA WEALTH LLC's quarterly VYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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