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Plancorp LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Plancorp LLC’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 		$1.54M Buy
9,554
+2,114
+28% +$330K 0.04% 156
2026
Q1 		$1.13M Buy
7,440
+70
+0.9% +$10.5K 0.03% 149
2025
Q4 		$1.06M Buy
7,370
+2
+0% +$284 0.03% 148
2025
Q3 		$1.04M Sell
7,368
-520
-7% -$71.5K 0.03% 154
2025
Q2 		$1.05M Buy
7,888
+8
+0.1% +$1.01K 0.04% 148
2025
Q1 		$1.02M Buy
7,880
+75
+1% +$9.82K 0.04% 146
2024
Q4 		$996K Hold
7,805
– – 0.04% 130
2024
Q3 		$1M Sell
7,805
-600
-7% -$74.1K 0.04% 123
2024
Q2 		$997K Sell
8,405
-315
-4% -$37.4K 0.04% 121
2024
Q1 		$1.06M Buy
8,720
+2,355
+37% +$270K 0.05% 117
2023
Q4 		$711K Sell
6,365
-1,290
-17% -$136K 0.03% 137
2023
Q3 		$791K Buy
7,655
+995
+15% +$107K 0.04% 125
2023
Q2 		$706K Buy
6,660
+295
+5% +$30.9K 0.04% 127
2023
Q1 		$672K Hold
6,365
– – 0.04% 136
2022
Q4 		$689K Hold
6,365
– – 0.04% 124
2022
Q3 		$604K Hold
6,365
– – 0.04% 129
2022
Q2 		$647K Hold
6,365
– – 0.04% 129
2022
Q1 		$714K Hold
6,365
– – 0.05% 122
2021
Q4 		$714K Hold
6,365
– – 0.05% 122
2021
Q3 		$658K Sell
6,365
-19
-0.3% -$2.01K 0.05% 118
2021
Q2 		$669K Buy
6,384
+19
+0.3% +$2K 0.05% 107
2021
Q1 		$643K Sell
6,365
-187
-3% -$18K 0.14% 102
2020
Q4 		$600K Buy
6,552
+495
+8% +$43K 0.15% 103
2020
Q3 		$490K Buy
6,057
+200
+3% +$16.4K 0.15% 104
2020
Q2 		$461K Hold
5,857
– – 0.14% 105
2020
Q1 		$414K Buy
5,857
+1,253
+27% +$108K 0.16% 100
2019
Q4 		$431K Hold
4,604
– – 0.13% 120
2019
Q3 		$409K Hold
4,604
– – 0.16% 106
2019
Q2 		$402K Hold
4,604
– – 0.16% 106
2019
Q1 		$394K Hold
4,604
– – 0.15% 111
2018
Q4 		$359K Sell
4,604
-150
-3% -$12.5K 0.16% 105
2018
Q3 		$414K Hold
4,754
– – 0.16% 110
2018
Q2 		$395K Hold
4,754
– – 0.16% 106
2018
Q1 		$392K Hold
4,754
– – 0.13% 104
2017
Q4 		$407K Hold
4,754
– – 0.13% 109
2017
Q3 		$385K Hold
4,754
– – 0.11% 107
2017
Q2 		$372K Buy
+4,754
New +$370K 0.11% 110

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Plancorp LLC's VYM Position: Q2 2026 in Review

Plancorp LLC increased its Vanguard High Dividend Yield ETF (VYM) stake by 28% in Q2 2026, buying an estimated $330K and bringing the position to 9,554 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #156.

Plancorp LLC first reported a position in VYM in Q2 2017 and has held it in 37 quarters since. 466 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Plancorp LLC held 9,554 shares of Vanguard High Dividend Yield ETF worth $1.54M as of Q2 2026.
  • Plancorp LLC bought 2,114 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $330K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #156 holding.
  • Plancorp LLC first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 37 quarters since.
  • 466 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.