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

Mark Sheptoff 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 		$2.15M Buy
13,741
+2,677
+24% +$402K 1.14% 19
2025
Q4 		$1.59M Buy
11,064
+550
+5% +$78.2K 0.76% 23
2025
Q3 		$1.48M Buy
10,514
+150
+1% +$20.6K 0.71% 26
2025
Q2 		$1.38M Hold
10,364
– – 0.74% 28
2025
Q1 		$1.34M Sell
10,364
-476
-4% -$62.3K 0.74% 27
2024
Q4 		$1.38M Sell
10,840
-99
-0.9% -$12.9K 0.74% 28
2024
Q3 		$1.4M Sell
10,939
-584
-5% -$72.1K 0.75% 29
2024
Q2 		$1.37M Sell
11,523
-798
-6% -$94.6K 0.76% 27
2024
Q1 		$1.49M Buy
12,321
+11,416
+1,261% +$1.31M 0.83% 27
2023
Q4 		$101K Hold
905
– – 0.06% 119
2023
Q3 		$93.5K Hold
905
– – 0.06% 113
2023
Q2 		$96K Hold
905
– – 0.05% 119
2023
Q1 		$95.5K Hold
905
– – 0.06% 117
2022
Q4 		$97.9K Hold
905
– – 0.06% 111
2022
Q3 		$86K Hold
905
– – 0.05% 116
2022
Q2 		$92K Sell
905
-430
-32% -$46.6K 0.05% 120
2022
Q1 		$150K Hold
1,335
– – 0.08% 116
2021
Q4 		$150K Hold
1,335
– – 0.07% 117
2021
Q3 		$138K Buy
1,335
+600
+82% +$63.4K 0.08% 123
2021
Q2 		$77K Sell
735
-220
-23% -$23.1K 0.04% 152
2021
Q1 		$97K Hold
955
– – 0.06% 128
2020
Q4 		$87K Hold
955
– – 0.05% 134
2020
Q3 		$77K Hold
955
– – 0.05% 130
2020
Q2 		$75K Hold
955
– – 0.05% 130
2020
Q1 		$68K Sell
955
-1,650
-63% -$142K 0.05% 119
2019
Q4 		$244K Sell
2,605
-100
-4% -$9.07K 0.15% 83
2019
Q3 		$240K Sell
2,705
-2,850
-51% -$249K 0.16% 87
2019
Q2 		$485K Buy
5,555
+100
+2% +$8.65K 0.33% 57
2019
Q1 		$467K Sell
5,455
-300
-5% -$25.1K 0.34% 56
2018
Q4 		$449K Buy
5,755
+100
+2% +$8.34K 0.37% 52
2018
Q3 		$492K Buy
5,655
+140
+3% +$12.1K 0.34% 62
2018
Q2 		$458K Hold
5,515
– – 0.34% 68
2018
Q1 		$455K Buy
5,515
+200
+4% +$17.2K 0.32% 72
2017
Q4 		$455K Hold
5,315
– – 0.3% 72
2017
Q3 		$431K Buy
5,315
+675
+15% +$53.6K 0.29% 70
2017
Q2 		$363K Buy
4,640
+299
+7% +$23.3K 0.25% 79
2017
Q1 		$337K Buy
4,341
+3,501
+417% +$270K 0.24% 79
2016
Q4 		$64K Hold
840
– – 0.05% 162
2016
Q3 		$61K Hold
840
– – 0.05% 162
2016
Q2 		$60K Sell
840
-200
-19% -$14K 0.04% 150
2016
Q1 		$72K Sell
1,040
-1,008
-49% -$66K 0.06% 133
2015
Q4 		$137K Sell
2,048
-657
-24% -$44.1K 0.11% 115
2015
Q3 		$169K Sell
2,705
-2,023
-43% -$133K 0.15% 100
2015
Q2 		$318K Sell
4,728
-1,400
-23% -$97.1K 0.26% 77
2015
Q1 		$419K Buy
6,128
+1,326
+28% +$91.1K 0.35% 66
2014
Q4 		$330K Buy
4,802
+3,602
+300% +$244K 0.29% 76
2014
Q3 		$80K Buy
1,200
+1,000
+500% +$66.7K 0.07% 152
2014
Q2 		$13K Hold
200
– – 0.01% 258
2014
Q1 		$13K Buy
+200
New +$12.3K 0.01% 262

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

Mark Sheptoff Financial Planning's VYM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 24% in Q1 2026, buying an estimated $402K and bringing the position to 13,741 shares worth $2.15M. The position accounts for 1.14% of the portfolio, ranked #19.

Mark Sheptoff Financial Planning first reported a position in VYM in Q1 2014 and has held it in 49 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 13,741 shares of Vanguard High Dividend Yield ETF worth $2.15M as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 2,677 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $402K.
  • Vanguard High Dividend Yield ETF made up 1.14% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #19 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q1 2014 and has held it in 49 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.