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 Q2	$281K	Sell	1,780 -80	-4%	-$12.5K	0.05%	61
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 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

Leading Edge Financial Planning's VYM Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.3% in Q2 2026, selling an estimated $12.5K and leaving 1,780 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #61.

Leading Edge Financial Planning first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $284K in Q3 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Leading Edge Financial Planning held 1,780 shares of Vanguard High Dividend Yield ETF worth $281K as of Q2 2026.
Leading Edge Financial Planning sold 80 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $12.5K.
Vanguard High Dividend Yield ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q2 2026, its #61 holding.
Leading Edge Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Leading Edge Financial Planning's Vanguard High Dividend Yield ETF position peaked at $284K in Q3 2025.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.