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

Stonebridge Financial Planning Group’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 Q1	$2.31M	Hold	15,567	–	–	0.85%	34
2025 Q4	$2.23M	Sell	15,567 -200	-1%	-$28.4K	0.81%	35
2025 Q3	$2.22M	Hold	15,767	–	–	0.83%	35
2025 Q2	$2.1M	Sell	15,767 -1,000	-6%	-$127K	0.88%	32
2025 Q1	$2.16M	Hold	16,767	–	–	0.99%	29
2024 Q4	$2.14M	Buy	+16,767	New	+$2.19M	0.96%	31
2022 Q1	–	Sell	-970	Closed	-$107K	–	361
2021 Q4	$107K	Hold	970	–	–	0.06%	155
2021 Q3	$107K	Sell	970 -420	-30%	-$44.4K	0.05%	160
2021 Q2	$147K	Sell	1,390 -36	-3%	-$3.78K	0.08%	138
2021 Q1	$146K	Sell	1,426 -99	-6%	-$9.55K	0.09%	131
2020 Q4	$140K	Sell	1,525 -200	-12%	-$17.4K	0.09%	123
2020 Q3	$145K	Sell	1,725 -150	-8%	-$12.3K	0.1%	107
2020 Q2	$148K	Hold	1,875	–	–	0.13%	107
2020 Q1	$142K	Hold	1,875	–	–	0.14%	97
2019 Q4	$176K	Buy	+1,875	New	+$170K	0.16%	98

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stonebridge Financial Planning Group's VYM Position: Q1 2026 in Review

Stonebridge Financial Planning Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 15,567 shares worth $2.31M. The position accounts for 0.85% of the portfolio, ranked #34.

Stonebridge Financial Planning Group first reported a position in VYM in Q4 2019 and has held it in 15 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Stonebridge Financial Planning Group held 15,567 shares of Vanguard High Dividend Yield ETF worth $2.31M as of Q1 2026.
Stonebridge Financial Planning Group left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.85% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #34 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 15 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.