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Phillips Wealth Planners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Phillips Wealth Planners’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 		$325K Sell
2,026
-32
-2% -$5K 0.24% 139
2026
Q1 		$321K Sell
2,058
-54
-3% -$8.12K 0.24% 143
2025
Q4 		$313K Sell
2,112
-17
-0.8% -$2.42K 0.25% 135
2025
Q3 		$301K Sell
2,129
-173
-8% -$23.8K 0.25% 141
2025
Q2 		$310K Sell
2,302
-55
-2% -$6.97K 0.28% 128
2025
Q1 		$285K Sell
2,357
-53
-2% -$6.94K 0.3% 115
2024
Q4 		$304K Sell
2,410
-228
-9% -$29.7K 0.3% 118
2024
Q3 		$346K Sell
2,638
-39
-1% -$4.82K 0.33% 108
2024
Q2 		$321K Sell
2,677
-45
-2% -$5.34K 0.34% 104
2024
Q1 		$313K Sell
2,722
-175
-6% -$20.1K 0.36% 102
2023
Q4 		$320K Buy
2,897
+8
+0.3% +$841 0.39% 89
2023
Q3 		$295K Buy
2,889
+1
+0% +$107 0.4% 93
2023
Q2 		$306K Buy
2,888
+23
+0.8% +$2.41K 0.4% 92
2023
Q1 		$306K Sell
2,865
-80
-3% -$8.6K 0.4% 92
2022
Q4 		$327K Buy
+2,945
New +$313K 0.57% 64

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

Phillips Wealth Planners's VYM Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q2 2026, selling an estimated $5K and leaving 2,026 shares worth $325K. The position accounts for 0.24% of the portfolio, ranked #139.

Phillips Wealth Planners first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $346K in Q3 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Phillips Wealth Planners held 2,026 shares of Vanguard High Dividend Yield ETF worth $325K as of Q2 2026.
  • Phillips Wealth Planners sold 32 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5K.
  • Vanguard High Dividend Yield ETF made up 0.24% of Phillips Wealth Planners's portfolio in Q2 2026, its #139 holding.
  • Phillips Wealth Planners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Vanguard High Dividend Yield ETF position peaked at $346K in Q3 2024.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.