Briaud Financial Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Briaud 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	$1.12M	Buy	7,074 +641	+10%	+$100K	0.29%	15
2026 Q1	$953K	Buy	6,433 +675	+12%	+$101K	0.25%	15
2025 Q4	$826K	Buy	5,758 +2,950	+105%	+$420K	0.2%	15
2025 Q3	$396K	Buy	2,808 +2,798	+27,980%	+$384K	0.13%	22
2025 Q2	$1K	Hold	10	–	–	﹤0.01%	339
2025 Q1	$1K	Hold	10	–	–	﹤0.01%	193
2024 Q4	$1K	Buy	+10	New	+$1.3K	﹤0.01%	188

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Briaud Financial Planning's VYM Position: Q2 2026 in Review

Briaud Financial Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, buying an estimated $100K and bringing the position to 7,074 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #15.

Briaud Financial Planning first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 1,068 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Briaud Financial Planning held 7,074 shares of Vanguard High Dividend Yield ETF worth $1.12M as of Q2 2026.
Briaud Financial Planning bought 641 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $100K.
Vanguard High Dividend Yield ETF made up 0.29% of Briaud Financial Planning's portfolio in Q2 2026, its #15 holding.
Briaud Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
1,068 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.