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

Investment Planning Advisors’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 		– Sell
-1,906
Closed -$282K – 119
2026
Q1 		$282K Buy
1,906
+20
+1% +$3.01K 0.08% 87
2025
Q4 		$271K Buy
+1,886
New +$268K 0.08% 80

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

Investment Planning Advisors's VYM Position: Q2 2026 in Review

Investment Planning Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 1,906 shares — an estimated $282K sold.

Investment Planning Advisors first reported a position in VYM in Q4 2025 and held it in 2 quarters. The position peaked at $282K in Q1 2026. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Investment Planning Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Planning Advisors sold 1,906 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $282K.
  • Investment Planning Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and held it in 2 quarters.
  • Investment Planning Advisors's Vanguard High Dividend Yield ETF position peaked at $282K in Q1 2026.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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