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

Planning Directions’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 Q1	$315K	Buy	2,124 +62	+3%	+$9.32K	0.16%	75
2025 Q4	$296K	Sell	2,062 -22	-1%	-$3.13K	0.15%	69
2025 Q3	$294K	Buy	2,084 +392	+23%	+$53.9K	0.15%	70
2025 Q2	$226K	Sell	1,692 -15,645	-90%	-$1.98M	0.13%	77
2025 Q1	$2.24M	Buy	17,337 +15,609	+903%	+$2.04M	0.96%	26
2024 Q4	$220K	Buy	1,728 +13	+0.8%	+$1.7K	0.13%	71
2024 Q3	$220K	Buy	1,715 +11	+0.6%	+$1.36K	0.13%	75
2024 Q2	$202K	Buy	1,704 +15	+0.9%	+$1.78K	0.14%	71
2024 Q1	$204K	Buy	+1,689	New	+$194K	0.14%	73

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planning Directions's VYM Position: Q1 2026 in Review

Planning Directions increased its Vanguard High Dividend Yield ETF (VYM) stake by 3% in Q1 2026, buying an estimated $9.32K and bringing the position to 2,124 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #75.

Planning Directions first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.24M in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Planning Directions held 2,124 shares of Vanguard High Dividend Yield ETF worth $315K as of Q1 2026.
Planning Directions bought 62 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $9.32K.
Vanguard High Dividend Yield ETF made up 0.16% of Planning Directions's portfolio in Q1 2026, its #75 holding.
Planning Directions first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
Planning Directions's Vanguard High Dividend Yield ETF position peaked at $2.24M in Q1 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.