Next Level Wealth Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Next Level Wealth 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	$1.22M	Buy	7,729 +170	+2%	+$26.6K	0.54%	16
2026 Q1	$1.12M	Sell	7,559 -460	-6%	-$69.2K	0.58%	16
2025 Q4	$1.15M	Buy	8,019 +142	+2%	+$20.2K	0.61%	14
2025 Q3	$1.11M	Buy	7,877 +387	+5%	+$53.2K	0.63%	14
2025 Q2	$998K	Buy	7,490 +1,014	+16%	+$128K	0.64%	14
2025 Q1	$835K	Buy	6,476 +1,584	+32%	+$207K	0.63%	13
2024 Q4	$624K	Buy	+4,892	New	+$638K	0.49%	16

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

Next Level Wealth Planning's VYM Position: Q2 2026 in Review

Next Level Wealth Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, buying an estimated $26.6K and bringing the position to 7,729 shares worth $1.22M. The position accounts for 0.54% of the portfolio, ranked #16.

Next Level Wealth Planning first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Next Level Wealth Planning held 7,729 shares of Vanguard High Dividend Yield ETF worth $1.22M as of Q2 2026.
Next Level Wealth Planning bought 170 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $26.6K.
Vanguard High Dividend Yield ETF made up 0.54% of Next Level Wealth Planning's portfolio in Q2 2026, its #16 holding.
Next Level Wealth Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.