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

Prosperity Planning’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 		$208K Sell
1,318
-70
-5% -$10.9K 0.05% 112
2026
Q1 		$206K Sell
1,388
-475
-25% -$71.4K 0.05% 107
2025
Q4 		$267K Hold
1,863
– – 0.07% 100
2025
Q3 		$263K Sell
1,863
-140
-7% -$19.2K 0.07% 101
2025
Q2 		$267K Sell
2,003
-8
-0.4% -$1.01K 0.08% 100
2025
Q1 		$259K Buy
2,011
+51
+3% +$6.68K 0.08% 97
2024
Q4 		$250K Sell
1,960
-271
-12% -$35.3K 0.08% 96
2024
Q3 		$286K Hold
2,231
– – 0.09% 93
2024
Q2 		$265K Buy
2,231
+147
+7% +$17.4K 0.09% 92
2024
Q1 		$252K Hold
2,084
– – 0.09% 86
2023
Q4 		$233K Sell
2,084
-1,384
-40% -$145K 0.09% 87
2023
Q3 		$358K Buy
+3,468
New +$372K 0.15% 71
2022
Q2 		– Sell
-1,799
Closed -$202K – 98
2022
Q1 		$202K Hold
1,799
– – 0.1% 70
2021
Q4 		$202K Buy
+1,799
New +$196K 0.1% 72

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

Prosperity Planning's VYM Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5% in Q2 2026, selling an estimated $10.9K and leaving 1,318 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #112.

Prosperity Planning first reported a position in VYM in Q4 2021 and has held it in 14 quarters since. The position peaked at $358K in Q3 2023. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Prosperity Planning held 1,318 shares of Vanguard High Dividend Yield ETF worth $208K as of Q2 2026.
  • Prosperity Planning sold 70 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Prosperity Planning's portfolio in Q2 2026, its #112 holding.
  • Prosperity Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 14 quarters since.
  • Prosperity Planning's Vanguard High Dividend Yield ETF position peaked at $358K in Q3 2023.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.