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Holistic Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Holistic Financial Partners’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 		$340K Sell
2,150
-33
-2% -$5.16K 0.21% 69
2026
Q1 		$323K Hold
2,183
– – 0.12% 88
2025
Q4 		$313K Hold
2,183
– – 0.11% 92
2025
Q3 		$308K Hold
2,183
– – 0.13% 92
2025
Q2 		$291K Buy
+2,183
New +$277K 0.13% 93

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Holistic Financial Partners's VYM Position: Q2 2026 in Review

Holistic Financial Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.5% in Q2 2026, selling an estimated $5.16K and leaving 2,150 shares worth $340K. The position accounts for 0.21% of the portfolio, ranked #69.

Holistic Financial Partners first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Holistic Financial Partners held 2,150 shares of Vanguard High Dividend Yield ETF worth $340K as of Q2 2026.
  • Holistic Financial Partners sold 33 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.16K.
  • Vanguard High Dividend Yield ETF made up 0.21% of Holistic Financial Partners's portfolio in Q2 2026, its #69 holding.
  • Holistic Financial Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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