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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Level Wealth Planning's VYM Position: Q1 2026 in Review

Next Level Wealth Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.7% in Q1 2026, selling an estimated $69.2K and leaving 7,559 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #16.

Next Level Wealth Planning first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Next Level Wealth Planning held 7,559 shares of Vanguard High Dividend Yield ETF worth $1.12M as of Q1 2026.
Next Level Wealth Planning sold 460 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $69.2K.
Vanguard High Dividend Yield ETF made up 0.58% of Next Level Wealth Planning's portfolio in Q1 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 6 quarters since.
Next Level Wealth Planning's Vanguard High Dividend Yield ETF position peaked at $1.15M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.