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

Leading Edge 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
Q1 		$276K Sell
1,860
-71
-4% -$10.7K 0.06% 55
2025
Q4 		$277K Sell
1,931
-84
-4% -$11.9K 0.06% 55
2025
Q3 		$284K Hold
2,015
– – 0.07% 50
2025
Q2 		$269K Hold
2,015
– – 0.07% 47
2025
Q1 		$260K Hold
2,015
– – 0.08% 48
2024
Q4 		$257K Sell
2,015
-103
-5% -$13.4K 0.08% 48
2024
Q3 		$272K Sell
2,118
-14
-0.7% -$1.73K 0.09% 42
2024
Q2 		$253K Buy
2,132
+154
+8% +$18.3K 0.1% 41
2024
Q1 		$239K Sell
1,978
-160
-7% -$18.3K 0.11% 42
2023
Q4 		$239K Hold
2,138
– – 0.12% 52
2023
Q3 		$221K Buy
2,138
+90
+4% +$9.66K 0.14% 61
2023
Q2 		$217K Sell
2,048
-567
-22% -$59.5K 0.14% 63
2023
Q1 		$276K Hold
2,615
– – 0.2% 54
2022
Q4 		$283K Buy
+2,615
New +$278K 0.24% 50

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Leading Edge Financial Planning's VYM Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.7% in Q1 2026, selling an estimated $10.7K and leaving 1,860 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #55.

Leading Edge Financial Planning first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $284K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Leading Edge Financial Planning held 1,860 shares of Vanguard High Dividend Yield ETF worth $276K as of Q1 2026.
  • Leading Edge Financial Planning sold 71 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $10.7K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Leading Edge Financial Planning's portfolio in Q1 2026, its #55 holding.
  • Leading Edge Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
  • Leading Edge Financial Planning's Vanguard High Dividend Yield ETF position peaked at $284K in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.