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Peak Retirement Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Peak Retirement 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 		$1.04M Sell
6,597
-933
-12% -$146K 0.17% 87
2026
Q1 		$1.12M Sell
7,530
-395
-5% -$59.4K 0.22% 84
2025
Q4 		$1.14M Buy
7,925
+5,059
+177% +$720K 0.27% 81
2025
Q3 		$404K Buy
2,866
+280
+11% +$38.5K 0.11% 102
2025
Q2 		$345K Buy
2,586
+902
+54% +$114K 0.14% 95
2025
Q1 		$217K Buy
+1,684
New +$220K 0.12% 104

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Peak Retirement Planning's VYM Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, selling an estimated $146K and leaving 6,597 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #87.

Peak Retirement Planning first reported a position in VYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2025. 2,048 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Peak Retirement Planning held 6,597 shares of Vanguard High Dividend Yield ETF worth $1.04M as of Q2 2026.
  • Peak Retirement Planning sold 933 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $146K.
  • Vanguard High Dividend Yield ETF made up 0.17% of Peak Retirement Planning's portfolio in Q2 2026, its #87 holding.
  • Peak Retirement Planning first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • Peak Retirement Planning's Vanguard High Dividend Yield ETF position peaked at $1.14M in Q4 2025.
  • 2,048 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.