CFFP
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Center for Financial Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Center for 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 		$312K Hold
1,975
– – 0.03% 139
2026
Q1 		$292K Sell
1,975
-43
-2% -$6.46K 0.03% 141
2025
Q4 		$290K Buy
2,018
+57
+3% +$8.11K 0.03% 142
2025
Q3 		$276K Buy
1,961
+404
+26% +$55.5K 0.03% 147
2025
Q2 		$208K Sell
1,557
-214
-12% -$27.1K 0.02% 163
2025
Q1 		$228K Hold
1,771
– – 0.03% 146
2024
Q4 		$226K Hold
1,771
– – 0.03% 145
2024
Q3 		$227K Hold
1,771
– – 0.03% 146
2024
Q2 		$210K Sell
1,771
-60
-3% -$7.12K 0.03% 143
2024
Q1 		$222K Hold
1,831
– – 0.03% 138
2023
Q4 		$204K Hold
1,831
– – 0.04% 138
2023
Q3 		$189K Hold
1,831
– – 0.04% 135
2023
Q2 		$194K Buy
1,831
+564
+45% +$59.2K 0.04% 133
2023
Q1 		$134K Hold
1,267
– – 0.03% 145
2022
Q4 		$137K Sell
1,267
-339
-21% -$36.1K 0.03% 143
2022
Q3 		$152K Hold
1,606
– – 0.04% 137
2022
Q2 		$163K Buy
1,606
+393
+32% +$42.6K 0.04% 133
2022
Q1 		$136K Hold
1,213
– – 0.03% 153
2021
Q4 		$136K Sell
1,213
-252
-17% -$27.4K 0.03% 153
2021
Q3 		$151K Hold
1,465
– – 0.04% 141
2021
Q2 		$153K Hold
1,465
– – 0.04% 141
2021
Q1 		$148K Buy
1,465
+252
+21% +$24.3K 0.04% 143
2020
Q4 		$111K Hold
1,213
– – 0.03% 142
2020
Q3 		$98K Hold
1,213
– – 0.03% 143
2020
Q2 		$96K Hold
1,213
– – 0.03% 143
2020
Q1 		$86K Sell
1,213
-229
-16% -$19.7K 0.03% 140
2019
Q4 		$135K Buy
+1,442
New +$131K 0.03% 119

Other funds holding VYM

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Center for Financial Planning's VYM Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,975 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #139.

Center for Financial Planning first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Center for Financial Planning held 1,975 shares of Vanguard High Dividend Yield ETF worth $312K as of Q2 2026.
  • Center for Financial Planning left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #139 holding.
  • Center for Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.