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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BWM Planning's VYM Position: Q1 2026 in Review

BWM Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.06% in Q1 2026, buying an estimated $150 and bringing the position to 1,669 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #81.

BWM Planning first reported a position in VYM in Q4 2025 and has held it in 2 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • BWM Planning held 1,669 shares of Vanguard High Dividend Yield ETF worth $247K as of Q1 2026.
  • BWM Planning bought 1 Vanguard High Dividend Yield ETF share in Q1 2026, an estimated $150.
  • Vanguard High Dividend Yield ETF made up 0.07% of BWM Planning's portfolio in Q1 2026, its #81 holding.
  • BWM Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.