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

Financial Planning Hawaii’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 		$3.08M Sell
19,473
-236
-1% -$36.9K 1.65% 14
2026
Q1 		$2.92M Buy
19,709
+11
+0.1% +$1.65K 1.72% 14
2025
Q4 		$2.83M Buy
+19,698
New +$2.8M 1.63% 14

Other funds holding VYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

Financial Planning Hawaii reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, selling an estimated $36.9K and leaving 19,473 shares worth $3.08M. The position accounts for 1.65% of the portfolio, ranked #14.

Financial Planning Hawaii first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 1,371 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Financial Planning Hawaii held 19,473 shares of Vanguard High Dividend Yield ETF worth $3.08M as of Q2 2026.
  • Financial Planning Hawaii sold 236 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $36.9K.
  • Vanguard High Dividend Yield ETF made up 1.65% of Financial Planning Hawaii's portfolio in Q2 2026, its #14 holding.
  • Financial Planning Hawaii first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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