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Retirement Planning Company of New England’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Retirement Planning Company of New England’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 		$1.43M Sell
9,057
-75
-0.8% -$11.7K 0.52% 48
2026
Q1 		$1.35M Buy
9,132
+68
+0.8% +$10.2K 0.55% 51
2025
Q4 		$1.3M Buy
9,064
+23
+0.3% +$3.27K 0.52% 48
2025
Q3 		$1.27M Sell
9,041
-66
-0.7% -$9.07K 0.51% 50
2025
Q2 		$1.21M Buy
9,107
+182
+2% +$23.1K 0.54% 53
2025
Q1 		$1.15M Sell
8,925
-61
-0.7% -$7.99K 0.57% 43
2024
Q4 		$1.15M Buy
8,986
+220
+3% +$28.7K 0.56% 46
2024
Q3 		$1.12M Sell
8,766
-48
-0.5% -$5.93K 0.56% 48
2024
Q2 		$1.05M Buy
8,814
+1,047
+13% +$124K 0.57% 48
2024
Q1 		$940K Buy
7,767
+94
+1% +$10.8K 0.52% 57
2023
Q4 		$857K Buy
7,673
+892
+13% +$93.7K 0.39% 81
2023
Q3 		$701K Sell
6,781
-793
-10% -$85.1K 0.39% 80
2023
Q2 		$803K Buy
7,574
+43
+0.6% +$4.51K 0.46% 70
2023
Q1 		$794K Buy
7,531
+107
+1% +$11.5K 0.48% 67
2022
Q4 		$803K Buy
7,424
+138
+2% +$14.7K 0.52% 64
2022
Q3 		$691K Buy
7,286
+197
+3% +$20.5K 0.5% 64
2022
Q2 		$720K Buy
7,089
+24
+0.3% +$2.6K 0.49% 68
2022
Q1 		$793K Buy
7,065
+146
+2% +$16.3K 0.45% 68
2021
Q4 		$775K Buy
+6,919
New +$753K 0.38% 72

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Retirement Planning Company of New England's VYM Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.82% in Q2 2026, selling an estimated $11.7K and leaving 9,057 shares worth $1.43M. The position accounts for 0.52% of the portfolio, ranked #48.

Retirement Planning Company of New England first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 1,737 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Retirement Planning Company of New England held 9,057 shares of Vanguard High Dividend Yield ETF worth $1.43M as of Q2 2026.
  • Retirement Planning Company of New England sold 75 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $11.7K.
  • Vanguard High Dividend Yield ETF made up 0.52% of Retirement Planning Company of New England's portfolio in Q2 2026, its #48 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.