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

Sterling Financial 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	$13.1M	Buy	83,032 +1,613	+2%	+$252K	3.57%	7
2026 Q1	$12.1M	Buy	81,419 +2,373	+3%	+$357K	3.58%	7
2025 Q4	$11.3M	Buy	79,046 +2,300	+3%	+$327K	3.42%	8
2025 Q3	$10.8M	Buy	76,746 +1,552	+2%	+$213K	3.41%	8
2025 Q2	$10M	Buy	75,194 +3,889	+5%	+$493K	3.35%	8
2025 Q1	$9.2M	Buy	71,305 +1,442	+2%	+$189K	3.33%	8
2024 Q4	$8.91M	Buy	69,863 +469	+0.7%	+$61.2K	3.28%	8
2024 Q3	$8.9M	Buy	69,394 +990	+1%	+$122K	3.28%	8
2024 Q2	$8.11M	Buy	68,404 +1,824	+3%	+$216K	3.29%	8
2024 Q1	$8.06M	Buy	66,580 +338	+0.5%	+$38.7K	3.26%	9
2023 Q4	$7.39M	Buy	66,242 +2,698	+4%	+$283K	3.2%	9
2023 Q3	$6.57M	Buy	63,544 +2,072	+3%	+$222K	3.36%	8
2023 Q2	$6.52M	Buy	61,472 +7,992	+15%	+$838K	3.23%	8
2023 Q1	$5.64M	Buy	53,480 +5,211	+11%	+$560K	3.06%	8
2022 Q4	$5.22M	Buy	48,269 +3,848	+9%	+$409K	3.12%	8
2022 Q3	$4.21M	Buy	44,421 +2,681	+6%	+$279K	2.96%	10
2022 Q2	$4.25M	Buy	41,740 +1,431	+4%	+$155K	2.98%	11
2022 Q1	$4.53M	Buy	40,309 +2,141	+6%	+$239K	2.85%	12
2021 Q4	$4.28M	Buy	38,168 +1,412	+4%	+$154K	2.68%	11
2021 Q3	$3.8M	Buy	36,756 +1,426	+4%	+$151K	2.42%	13
2021 Q2	$3.7M	Buy	35,330 +479	+1%	+$50.3K	2.4%	13
2021 Q1	$3.52M	Buy	34,851 +4,557	+15%	+$440K	2.51%	13
2020 Q4	$2.77M	Buy	+30,294	New	+$2.63M	2.23%	13

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sterling Financial Planning's VYM Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, buying an estimated $252K and bringing the position to 83,032 shares worth $13.1M. The position accounts for 3.57% of the portfolio, ranked #7.

Sterling Financial Planning first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sterling Financial Planning held 83,032 shares of Vanguard High Dividend Yield ETF worth $13.1M as of Q2 2026.
Sterling Financial Planning bought 1,613 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $252K.
Vanguard High Dividend Yield ETF made up 3.57% of Sterling Financial Planning's portfolio in Q2 2026, its #7 holding.
Sterling Financial Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.