Obsidian Personal Planning Solutions’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$587K	Hold	4,179	–	–	0.2%	45
2025 Q2	$557K	Hold	4,179	–	–	0.23%	44
2025 Q1	$520K	Buy	4,179 +565	+16%	+$74K	0.23%	41
2024 Q4	$478K	Hold	3,614	–	–	0.23%	45
2024 Q3	$462K	Sell	3,614 -17	-0.5%	-$2.1K	0.24%	45
2024 Q2	$431K	Hold	3,631	–	–	0.26%	45
2024 Q1	$423K	Sell	3,631 -75	-2%	-$8.59K	0.28%	44
2023 Q4	$414K	Buy	3,706 +51	+1%	+$5.36K	0.32%	40
2023 Q3	$378K	Hold	3,655	–	–	0.32%	41
2023 Q2	$388K	Sell	3,655 -958	-21%	-$100K	0.48%	38
2023 Q1	$487K	Buy	4,613 +832	+22%	+$89.5K	0.71%	23
2022 Q4	$409K	Sell	3,781 -191	-5%	-$20.3K	0.66%	25
2022 Q3	$377K	Sell	3,972 -108	-3%	-$11.2K	0.69%	26
2022 Q2	$415K	Buy	+4,080	New	+$442K	0.71%	24

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

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

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

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

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

Obsidian Personal Planning Solutions's VYM Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2025 at 4,179 shares worth $587K. The position accounts for 0.2% of the portfolio, ranked #45.

Obsidian Personal Planning Solutions first reported a position in VYM in Q2 2022 and has held it in 14 quarters since. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Obsidian Personal Planning Solutions held 4,179 shares of Vanguard High Dividend Yield ETF worth $587K as of Q3 2025.
Obsidian Personal Planning Solutions left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2025.
Vanguard High Dividend Yield ETF made up 0.2% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #45 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 14 quarters since.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.