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

OFC 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
2025
Q3 		– Sell
-1,624
Closed -$216K – 56
2025
Q2 		$216K Sell
1,624
-34
-2% -$4.31K 0.23% 52
2025
Q1 		$214K Buy
1,658
+68
+4% +$8.9K 0.24% 49
2024
Q4 		$203K Buy
+1,590
New +$207K 0.21% 51

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OFC Financial Planning's VYM Position: Q3 2025 in Review

OFC Financial Planning sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 1,624 shares — an estimated $216K sold.

OFC Financial Planning first reported a position in VYM in Q4 2024 and held it in 3 quarters. The position peaked at $216K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • OFC Financial Planning reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
  • OFC Financial Planning sold 1,624 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $216K.
  • OFC Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 3 quarters.
  • OFC Financial Planning's Vanguard High Dividend Yield ETF position peaked at $216K in Q2 2025.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on OFC Financial Planning's 13F filing for Q3 2025, filed 14 Nov 2025.