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

BWM 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	$264K	Hold	1,669	–	–	0.06%	87
2026 Q1	$247K	Buy	1,669 +1	+0.1%	+$150	0.07%	81
2025 Q4	$239K	Buy	+1,668	New	+$237K	0.06%	82

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

BWM Planning's VYM Position: Q2 2026 in Review

BWM Planning held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,669 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #87.

BWM Planning first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

BWM Planning held 1,669 shares of Vanguard High Dividend Yield ETF worth $264K as of Q2 2026.
BWM Planning left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.06% of BWM Planning's portfolio in Q2 2026, its #87 holding.
BWM Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.