Blom & Howell Financial Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Blom & Howell Financial 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	$396K	Sell	2,505 -291	-10%	-$45.5K	0.33%	45
2026 Q1	$414K	Sell	2,796 -894	-24%	-$134K	0.41%	37
2025 Q4	$530K	Buy	+3,690	New	+$525K	0.53%	30

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

Blom & Howell Financial Planning's VYM Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, selling an estimated $45.5K and leaving 2,505 shares worth $396K. The position accounts for 0.33% of the portfolio, ranked #45.

Blom & Howell Financial Planning first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $530K in Q4 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Blom & Howell Financial Planning held 2,505 shares of Vanguard High Dividend Yield ETF worth $396K as of Q2 2026.
Blom & Howell Financial Planning sold 291 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $45.5K.
Vanguard High Dividend Yield ETF made up 0.33% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #45 holding.
Blom & Howell Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
Blom & Howell Financial Planning's Vanguard High Dividend Yield ETF position peaked at $530K in Q4 2025.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.