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

Kerr Financial 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	$207K	Buy	1,310 +1,054	+412%	+$165K	0.23%	82
2026 Q1	$20.9K	Sell	256 -2,603	-91%	-$391K	0.01%	274
2025 Q4	$418K	Buy	2,859 +1,332	+87%	+$189K	0.57%	42
2025 Q3	$215K	Buy	+1,527	New	+$210K	0.3%	70

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 22.96% 1-Year Est. Return

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

Kerr Financial Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 412% in Q2 2026, buying an estimated $165K and bringing the position to 1,310 shares worth $207K. The position accounts for 0.23% of the portfolio, ranked #82.

Kerr Financial Planning first reported a position in VYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $418K in Q4 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Kerr Financial Planning held 1,310 shares of Vanguard High Dividend Yield ETF worth $207K as of Q2 2026.
Kerr Financial Planning bought 1,054 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $165K.
Vanguard High Dividend Yield ETF made up 0.23% of Kerr Financial Planning's portfolio in Q2 2026, its #82 holding.
Kerr Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's Vanguard High Dividend Yield ETF position peaked at $418K in Q4 2025.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.