APP
VYM icon

Avantax Planning Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Avantax Planning Partners’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 		$9.2M Sell
58,200
-2,865
-5% -$448K 0.23% 70
2026
Q1 		$9.04M Sell
61,065
-9,206
-13% -$1.38M 0.25% 70
2025
Q4 		$10.1M Buy
70,271
+1,897
+3% +$270K 0.28% 58
2025
Q3 		$9.64M Sell
68,374
-2,715
-4% -$373K 0.28% 59
2025
Q2 		$9.48M Buy
71,089
+1,898
+3% +$240K 0.3% 59
2025
Q1 		$8.92M Buy
69,191
+2,745
+4% +$359K 0.32% 52
2024
Q4 		$8.48M Sell
66,446
-1,138
-2% -$148K 0.31% 55
2024
Q3 		$8.66M Sell
67,584
-112
-0.2% -$13.8K 0.31% 54
2024
Q2 		$8.03M Sell
67,696
-1,002
-1% -$119K 0.26% 67
2024
Q1 		$8.31M Sell
68,698
-180
-0.3% -$20.6K 0.27% 63
2023
Q4 		$7.69M Sell
68,878
-803
-1% -$84.4K 0.29% 44
2023
Q3 		$7.2M Sell
69,681
-481
-0.7% -$51.6K 0.3% 41
2023
Q2 		$7.44M Sell
70,162
-353
-0.5% -$37K 0.3% 42
2023
Q1 		$7.44M Sell
70,515
-67
-0.1% -$7.21K 0.3% 41
2022
Q4 		$7.64M Buy
70,582
+9,562
+16% +$1.02M 0.3% 40
2022
Q3 		$5.79M Buy
61,020
+50,368
+473% +$5.24M 0.26% 46
2022
Q2 		$1.08M Buy
10,652
+8,235
+341% +$892K 0.05% 145
2022
Q1 		$271K Sell
2,417
-2,891
-54% -$322K 0.01% 296
2021
Q4 		$595K Buy
5,308
+418
+9% +$45.5K 0.02% 201
2021
Q3 		$505K Sell
4,890
-473
-9% -$50K 0.02% 195
2021
Q2 		$562K Buy
5,363
+81
+2% +$8.51K 0.03% 185
2021
Q1 		$534K Buy
5,282
+254
+5% +$24.5K 0.03% 179
2020
Q4 		$460K Buy
5,028
+254
+5% +$22.1K 0.02% 187
2020
Q3 		$386K Buy
4,774
+1,967
+70% +$161K 0.02% 206
2020
Q2 		$221K Sell
2,807
-16,315
-85% -$1.27M 0.01% 251
2020
Q1 		$1.35M Buy
19,122
+62
+0.3% +$5.33K 0.09% 87
2019
Q4 		$1.79M Sell
19,060
-9
-0% -$816 0.11% 76
2019
Q3 		$1.69M Buy
19,069
+499
+3% +$43.7K 0.1% 80
2019
Q2 		$1.64M Sell
18,570
-4,742
-20% -$410K 0.11% 76
2019
Q1 		$2M Sell
23,312
-2,861
-11% -$239K 0.14% 64
2018
Q4 		$2.04M Buy
26,173
+24,872
+1,912% +$2.07M 0.15% 62
2018
Q3 		$113K Buy
+1,301
New +$113K 0.01% 325
2018
Q2 		– Sell
-7,265
Closed -$599K – 1464
2018
Q1 		$599K Buy
7,265
+9
+0.1% +$774 0.05% 157
2017
Q4 		$621K Sell
7,256
-13,509
-65% -$1.13M 0.06% 146
2017
Q3 		$1.68M Sell
20,765
-191
-0.9% -$15.2K 0.13% 73
2017
Q2 		$1.64M Sell
20,956
-8
-0% -$623 0.14% 71
2017
Q1 		$1.63M Buy
20,964
+9,290
+80% +$717K 0.15% 63
2016
Q4 		$885K Buy
+11,674
New +$857K 0.09% 105

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

Avantax Planning Partners's VYM Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.7% in Q2 2026, selling an estimated $448K and leaving 58,200 shares worth $9.2M. The position accounts for 0.23% of the portfolio, ranked #70.

Avantax Planning Partners first reported a position in VYM in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.1M in Q4 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Avantax Planning Partners held 58,200 shares of Vanguard High Dividend Yield ETF worth $9.2M as of Q2 2026.
  • Avantax Planning Partners sold 2,865 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $448K.
  • Vanguard High Dividend Yield ETF made up 0.23% of Avantax Planning Partners's portfolio in Q2 2026, its #70 holding.
  • Avantax Planning Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Vanguard High Dividend Yield ETF position peaked at $10.1M in Q4 2025.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.