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Planning Center Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Planning Center Inc’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 		$288K Hold
1,820
– – 0.03% 66
2026
Q1 		$270K Hold
1,820
– – 0.03% 64
2025
Q4 		$261K Hold
1,820
– – 0.03% 64
2025
Q3 		$257K Hold
1,820
– – 0.03% 66
2025
Q2 		$243K Sell
1,820
-66
-3% -$8.36K 0.03% 68
2025
Q1 		$243K Buy
1,886
+66
+4% +$8.64K 0.03% 65
2024
Q4 		$232K Hold
1,820
– – 0.03% 60
2024
Q3 		$233K Hold
1,820
– – 0.03% 63
2024
Q2 		$216K Hold
1,820
– – 0.03% 62
2024
Q1 		$220K Buy
+1,820
New +$209K 0.05% 55

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

Planning Center Inc's VYM Position: Q2 2026 in Review

Planning Center Inc held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,820 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #66.

Planning Center Inc first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Planning Center Inc held 1,820 shares of Vanguard High Dividend Yield ETF worth $288K as of Q2 2026.
  • Planning Center Inc left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.03% of Planning Center Inc's portfolio in Q2 2026, its #66 holding.
  • Planning Center Inc first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.