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Plante Moran Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Plante Moran Financial Advisors’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 		$1.83M Buy
11,549
+158
+1% +$24.7K 0.08% 26
2026
Q1 		$1.69M Buy
11,391
+1,170
+11% +$176K 0.11% 23
2025
Q4 		$1.47M Buy
10,221
+7,189
+237% +$1.02M 0.09% 30
2025
Q3 		$427K Sell
3,032
-550
-15% -$75.6K 0.03% 98
2025
Q2 		$478K Buy
3,582
+358
+11% +$45.4K 0.03% 88
2025
Q1 		$416K Sell
3,224
-574
-15% -$75.1K 0.04% 98
2024
Q4 		$485K Buy
3,798
+203
+6% +$26.5K 0.04% 89
2024
Q3 		$461K Hold
3,595
– – 0.04% 88
2024
Q2 		$426K Buy
3,595
+344
+11% +$40.8K 0.04% 89
2024
Q1 		$393K Sell
3,251
-407
-11% -$46.6K 0.04% 97
2023
Q4 		$408K Sell
3,658
-124
-3% -$13K 0.04% 97
2023
Q3 		$391K Sell
3,782
-1,268
-25% -$136K 0.05% 91
2023
Q2 		$536K Hold
5,050
– – 0.06% 78
2023
Q1 		$533K Sell
5,050
-71
-1% -$7.64K 0.07% 80
2022
Q4 		$554K Sell
5,121
-2,931
-36% -$312K 0.08% 78
2022
Q3 		$764K Buy
8,052
+2,321
+40% +$241K 0.13% 54
2022
Q2 		$583K Buy
5,731
+293
+5% +$31.8K 0.1% 71
2022
Q1 		$610K Buy
5,438
+2,224
+69% +$248K 0.11% 72
2021
Q4 		$360K Sell
3,214
-8,000
-71% -$870K 0.06% 120
2021
Q3 		$1.16M Hold
11,214
– – 0.26% 42
2021
Q2 		$1.18M Buy
11,214
+8,187
+270% +$860K 0.29% 42
2021
Q1 		$306K Hold
3,027
– – 0.08% 126
2020
Q4 		$277K Hold
3,027
– – 0.09% 130
2020
Q3 		$245K Hold
3,027
– – 0.09% 128
2020
Q2 		$238K Hold
3,027
– – 0.1% 115
2020
Q1 		$214K Hold
3,027
– – 0.1% 109
2019
Q4 		$284K Sell
3,027
-483
-14% -$43.8K 0.1% 121
2019
Q3 		$311K Hold
3,510
– – 0.09% 120
2019
Q2 		$307K Buy
3,510
+8
+0.2% +$692 0.09% 115
2019
Q1 		$300K Sell
3,502
-87
-2% -$7.27K 0.09% 115
2018
Q4 		$280K Buy
3,589
+216
+6% +$18K 0.1% 111
2018
Q3 		$294K Hold
3,373
– – 0.1% 115
2018
Q2 		$280K Hold
3,373
– – 0.14% 121
2018
Q1 		$278K Sell
3,373
-1,788
-35% -$154K 0.15% 118
2017
Q4 		$442K Buy
5,161
+2,374
+85% +$199K 0.24% 75
2017
Q3 		$226K Hold
2,787
– – 0.13% 121
2017
Q2 		$218K Hold
2,787
– – 0.14% 120
2017
Q1 		$216K Sell
2,787
-364
-12% -$28.1K 0.13% 122
2016
Q4 		$239K Hold
3,151
– – 0.15% 108
2016
Q3 		$227K Buy
3,151
+1,750
+125% +$127K 0.15% 106
2016
Q2 		$100K Buy
1,401
+364
+35% +$25.4K 0.07% 185
2016
Q1 		$72K Sell
1,037
-875
-46% -$57.3K 0.06% 213
2015
Q4 		$128K Buy
1,912
+725
+61% +$48.6K 0.1% 154
2015
Q3 		$74K Hold
1,187
– – 0.06% 221
2015
Q2 		$80K Hold
1,187
– – 0.06% 225
2015
Q1 		$81K Hold
1,187
– – 0.06% 217
2014
Q4 		$82K Hold
1,187
– – 0.06% 207
2014
Q3 		$79K Buy
1,187
+282
+31% +$18.8K 0.07% 189
2014
Q2 		$60K Hold
905
– – 0.05% 206
2014
Q1 		$57K Sell
905
-500
-36% -$30.7K 0.06% 163
2013
Q4 		$88K Buy
1,405
+500
+55% +$30.2K 0.05% 163
2013
Q3 		$52K Sell
905
-252
-22% -$14.6K 0.03% 188
2013
Q2 		$65K Buy
+1,157
New +$65.5K 0.05% 143

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

Plante Moran Financial Advisors's VYM Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.4% in Q2 2026, buying an estimated $24.7K and bringing the position to 11,549 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #26.

Plante Moran Financial Advisors first reported a position in VYM in Q2 2013 and has held it in 53 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Plante Moran Financial Advisors held 11,549 shares of Vanguard High Dividend Yield ETF worth $1.83M as of Q2 2026.
  • Plante Moran Financial Advisors bought 158 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $24.7K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.