New England Professional Planning Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

New England Professional Planning Group’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	$295K	Sell	1,869 -955	-34%	-$149K	0.11%	37
2026 Q1	$418K	Hold	2,824	–	–	0.17%	27
2025 Q4	$405K	Sell	2,824 -79	-3%	-$11.2K	0.17%	27
2025 Q3	$409K	Hold	2,903	–	–	0.19%	25
2025 Q2	$387K	Hold	2,903	–	–	0.18%	27
2025 Q1	$374K	Hold	2,903	–	–	0.19%	26
2024 Q4	$370K	Hold	2,903	–	–	0.18%	27
2024 Q3	$372K	Sell	2,903 -422	-13%	-$52.1K	0.18%	22
2024 Q2	$394K	Hold	3,325	–	–	0.21%	24
2024 Q1	$402K	Sell	3,325 -2,626	-44%	-$301K	0.21%	21
2023 Q4	$664K	Hold	5,951	–	–	0.38%	12
2023 Q3	$615K	Hold	5,951	–	–	0.38%	11
2023 Q2	$631K	Buy	5,951 +295	+5%	+$30.9K	0.37%	11
2023 Q1	$602K	Hold	5,656	–	–	0.36%	12
2022 Q4	$612K	Hold	5,656	–	–	0.34%	13
2022 Q3	$536K	Hold	5,656	–	–	0.38%	14
2022 Q2	$575K	Hold	5,656	–	–	0.4%	11
2022 Q1	$638K	Hold	5,656	–	–	0.38%	13
2021 Q4	$649K	Hold	5,656	–	–	0.4%	11
2021 Q3	$614K	Sell	5,656 -116	-2%	-$12.3K	0.36%	13
2021 Q2	$624K	Hold	5,772	–	–	0.38%	12
2021 Q1	$616K	Buy	5,772 +155	+3%	+$15K	0.38%	13
2020 Q4	$514K	Hold	5,617	–	–	0.36%	16
2020 Q3	$468K	Hold	5,617	–	–	0.37%	13
2020 Q2	$471K	Sell	5,617 -75	-1%	-$5.83K	0.36%	18
2020 Q1	$432K	Buy	5,692 +75	+1%	+$6.44K	0.4%	18
2019 Q4	$526K	Buy	+5,617	New	+$509K	0.42%	20
2018 Q3	$459K	Sell	5,262 -54	-1%	-$4.67K	0.53%	22
2018 Q2	$441K	Sell	5,316 -547	-9%	-$45.8K	0.57%	19
2018 Q1	$484K	Hold	5,863	–	–	0.64%	17
2017 Q4	$508K	Buy	+5,863	New	+$490K	0.62%	17

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

New England Professional Planning Group's VYM Position: Q2 2026 in Review

New England Professional Planning Group reduced its Vanguard High Dividend Yield ETF (VYM) stake by 34% in Q2 2026, selling an estimated $149K and leaving 1,869 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #37.

New England Professional Planning Group first reported a position in VYM in Q4 2017 and has held it in 31 quarters since. The position peaked at $664K in Q4 2023. 1,269 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

New England Professional Planning Group held 1,869 shares of Vanguard High Dividend Yield ETF worth $295K as of Q2 2026.
New England Professional Planning Group sold 955 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $149K.
Vanguard High Dividend Yield ETF made up 0.11% of New England Professional Planning Group's portfolio in Q2 2026, its #37 holding.
New England Professional Planning Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 31 quarters since.
New England Professional Planning Group's Vanguard High Dividend Yield ETF position peaked at $664K in Q4 2023.
1,269 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.