Bernardo Wealth Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bernardo Wealth Planning’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	$18.7M	Buy	118,550 +2,532	+2%	+$396K	3.2%	10
2026 Q1	$17.2M	Buy	116,018 +18,828	+19%	+$2.83M	3.36%	11
2025 Q4	$13.9M	Sell	97,190 -1,269	-1%	-$180K	2.66%	12
2025 Q3	$13.9M	Sell	98,459 -818	-0.8%	-$112K	2.72%	12
2025 Q2	$13.2M	Buy	99,277 +2,085	+2%	+$264K	2.87%	10
2025 Q1	$12.5M	Buy	97,192 +1,533	+2%	+$201K	3%	10
2024 Q4	$12.1M	Sell	95,659 -19,763	-17%	-$2.58M	2.89%	11
2024 Q3	$15.2M	Buy	115,422 +267	+0.2%	+$33K	3.68%	8
2024 Q2	$13.7M	Buy	115,155 +4,182	+4%	+$496K	3.67%	9
2024 Q1	$13.4M	Buy	110,973 +9,841	+10%	+$1.13M	3.73%	8
2023 Q4	$11.3M	Buy	101,132 +36,010	+55%	+$3.78M	3.56%	8
2023 Q3	$6.73M	Buy	65,122 +3,721	+6%	+$399K	2.66%	12
2023 Q2	$6.51M	Buy	61,401 +2,774	+5%	+$291K	2.59%	13
2023 Q1	$6.19M	Buy	58,627 +3,177	+6%	+$342K	2.66%	13
2022 Q4	$6M	Buy	55,450 +6,269	+13%	+$667K	2.81%	12
2022 Q3	$4.99M	Buy	+49,181	New	+$5.11M	2.82%	12
2019 Q2	–	Sell	-13,014	Closed	-$1.11M	–	156
2019 Q1	$1.11M	Hold	13,014	–	–	0.88%	29
2018 Q4	$1.01M	Buy	+13,014	New	+$1.09M	0.9%	27

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

Bernardo Wealth Planning's VYM Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, buying an estimated $396K and bringing the position to 118,550 shares worth $18.7M. The position accounts for 3.2% of the portfolio, ranked #10.

Bernardo Wealth Planning first reported a position in VYM in Q4 2018 and has held it in 18 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Bernardo Wealth Planning held 118,550 shares of Vanguard High Dividend Yield ETF worth $18.7M as of Q2 2026.
Bernardo Wealth Planning bought 2,532 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $396K.
Vanguard High Dividend Yield ETF made up 3.2% of Bernardo Wealth Planning's portfolio in Q2 2026, its #10 holding.
Bernardo Wealth Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 18 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.