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Prepared Retirement Institute’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Prepared Retirement Institute’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
2025
Q4 		– Sell
-1,430
Closed -$202K – 85
2025
Q3 		$202K Buy
+1,430
New +$197K 0.11% 84
2025
Q2 		– Sell
-1,645
Closed -$212K – 92
2025
Q1 		$212K Sell
1,645
-160
-9% -$20.9K 0.14% 82
2024
Q4 		$230K Buy
+1,805
New +$235K 0.13% 74

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prepared Retirement Institute's VYM Position: Q4 2025 in Review

Prepared Retirement Institute sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 1,430 shares — an estimated $202K sold.

Prepared Retirement Institute first reported a position in VYM in Q4 2024 and held it in 3 quarters. The position peaked at $230K in Q4 2024. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Prepared Retirement Institute reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Prepared Retirement Institute sold 1,430 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $202K.
  • Prepared Retirement Institute first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 3 quarters.
  • Prepared Retirement Institute's Vanguard High Dividend Yield ETF position peaked at $230K in Q4 2024.
  • 2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Prepared Retirement Institute's 13F filing for Q4 2025, filed 29 Jan 2026.