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

Holistic 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 		$5.37M Sell
34,011
-928
-3% -$145K 0.84% 28
2026
Q1 		$5.17M Sell
34,939
-3,830
-10% -$576K 1.03% 22
2025
Q4 		$5.56M Sell
38,769
-7,048
-15% -$1M 1.19% 19
2025
Q3 		$6.46M Sell
45,817
-124
-0.3% -$17K 1.7% 11
2025
Q2 		$6.12M Buy
45,941
+4,218
+10% +$534K 1.75% 11
2025
Q1 		$5.38M Sell
41,723
-1,595
-4% -$209K 1.82% 10
2024
Q4 		$5.53M Buy
43,318
+2,446
+6% +$319K 2% 10
2024
Q3 		$5.24M Buy
40,872
+29,795
+269% +$3.68M 2.22% 8
2024
Q2 		$1.34M Hold
11,077
– – 1.03% 32
2024
Q1 		$1.34M Sell
11,077
-148
-1% -$17K 1.02% 32
2023
Q4 		$1.25M Buy
+11,225
New +$1.18M 1.06% 31

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 Planning's VYM Position: Q2 2026 in Review

Holistic Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.7% in Q2 2026, selling an estimated $145K and leaving 34,011 shares worth $5.37M. The position accounts for 0.84% of the portfolio, ranked #28.

Holistic Planning first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.46M in Q3 2025. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Holistic Planning held 34,011 shares of Vanguard High Dividend Yield ETF worth $5.37M as of Q2 2026.
  • Holistic Planning sold 928 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $145K.
  • Vanguard High Dividend Yield ETF made up 0.84% of Holistic Planning's portfolio in Q2 2026, its #28 holding.
  • Holistic Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's Vanguard High Dividend Yield ETF position peaked at $6.46M in Q3 2025.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.