BFC Planning, Inc.’s Vanguard High Dividend Yield ETF VYM Stock Holding History

BFC Planning, Inc.’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	$6.44M	Sell	40,744 -5,650	-12%	-$883K	0.26%	78
2026 Q1	$6.87M	Buy	46,394 +2,378	+5%	+$358K	0.31%	61
2025 Q4	$6.32M	Buy	44,016 +12,860	+41%	+$1.83M	0.28%	70
2025 Q3	$4.39M	Sell	31,156 -20	-0.1%	-$2.75K	0.32%	58
2025 Q2	$4.16M	Buy	31,176 +104	+0.3%	+$13.2K	0.33%	58
2025 Q1	$4.01M	Buy	31,072 +519	+2%	+$67.9K	0.35%	58
2024 Q4	$3.9M	Buy	+30,553	New	+$3.98M	0.32%	62

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 22.9% 1-Year Est. Return

BFC Planning, Inc.'s VYM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $883K and leaving 40,744 shares worth $6.44M. The position accounts for 0.26% of the portfolio, ranked #78.

BFC Planning, Inc. first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.87M in Q1 2026. 2,083 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

BFC Planning, Inc. held 40,744 shares of Vanguard High Dividend Yield ETF worth $6.44M as of Q2 2026.
BFC Planning, Inc. sold 5,650 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $883K.
Vanguard High Dividend Yield ETF made up 0.26% of BFC Planning, Inc.'s portfolio in Q2 2026, its #78 holding.
BFC Planning, Inc. first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vanguard High Dividend Yield ETF position peaked at $6.87M in Q1 2026.
2,083 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.