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

Cornerstone Planning Group’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	$271K	Buy	1,674 +8	+0.5%	+$1.25K	0.03%	147
2026 Q1	$260K	Buy	1,666 +382	+30%	+$57.4K	0.03%	140
2025 Q4	$191K	Sell	1,284 -525,378	-100%	-$74.7M	0.03%	141
2025 Q3	$41.2M	Buy	526,662 +525,740	+57,022%	+$72.2M	6.6%	4
2025 Q2	$124K	Sell	922 -230	-20%	-$29.1K	0.03%	121
2025 Q1	$140K	Buy	1,152 +80	+7%	+$10.5K	0.03%	113
2024 Q4	$142K	Sell	1,072 -1,382	-56%	-$180K	0.03%	91
2024 Q3	$315K	Sell	2,454 -24	-1%	-$2.96K	0.08%	55
2024 Q2	$292K	Buy	2,478 +60	+2%	+$7.12K	0.08%	64
2024 Q1	$283K	Buy	2,418 +11	+0.5%	+$1.26K	0.09%	56
2023 Q4	$269K	Buy	2,407 +20	+0.8%	+$2.1K	0.09%	71
2023 Q3	$247K	Sell	2,387 -71	-3%	-$7.62K	0.09%	70
2023 Q2	$261K	Buy	+2,458	New	+$258K	0.1%	76
2022 Q4	$280K	Buy	+2,600	New	+$277K	0.12%	80

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

Cornerstone Planning Group's VYM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.48% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,674 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #147.

Cornerstone Planning Group first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $41.2M in Q3 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Cornerstone Planning Group held 1,674 shares of Vanguard High Dividend Yield ETF worth $271K as of Q2 2026.
Cornerstone Planning Group bought 8 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.25K.
Vanguard High Dividend Yield ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #147 holding.
Cornerstone Planning Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard High Dividend Yield ETF position peaked at $41.2M in Q3 2025.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.