Summit Wealth & Retirement Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Summit Wealth & Retirement 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	$701K	Hold	4,434	–	–	0.15%	53
2026 Q1	$657K	Sell	4,434 -246	-5%	-$37K	0.16%	52
2025 Q4	$672K	Buy	4,680 +194	+4%	+$27.6K	0.16%	48
2025 Q3	$632K	Hold	4,486	–	–	0.16%	47
2025 Q2	$598K	Hold	4,486	–	–	0.16%	48
2025 Q1	$579K	Hold	4,486	–	–	0.18%	39
2024 Q4	$572K	Hold	4,486	–	–	0.18%	38
2024 Q3	$575K	Buy	4,486 +400	+10%	+$49.4K	0.18%	33
2024 Q2	$485K	Hold	4,086	–	–	0.17%	39
2024 Q1	$494K	Hold	4,086	–	–	0.18%	35
2023 Q4	$456K	Hold	4,086	–	–	0.19%	36
2023 Q3	$422K	Sell	4,086 -83	-2%	-$8.91K	0.17%	39
2023 Q2	$442K	Buy	4,169 +83	+2%	+$8.71K	0.17%	41
2023 Q1	$431K	Hold	4,086	–	–	0.16%	59
2022 Q4	$442K	Buy	+4,086	New	+$435K	0.18%	68
2022 Q3	–	Sell	-2,587	Closed	-$263K	–	118
2022 Q2	$263K	Hold	2,587	–	–	0.1%	99
2022 Q1	$290K	Buy	+2,587	New	+$289K	0.1%	86
2020 Q1	–	Sell	-2,336	Closed	-$219K	–	131
2019 Q4	$219K	Hold	2,336	–	–	0.1%	115
2019 Q3	$207K	Hold	2,336	–	–	0.13%	113
2019 Q2	$204K	Sell	2,336 -1,535	-40%	-$133K	0.12%	128
2019 Q1	$332K	Hold	3,871	–	–	0.2%	103
2018 Q4	$302K	Buy	+3,871	New	+$323K	0.23%	90

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

Summit Wealth & Retirement Planning's VYM Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 4,434 shares worth $701K. The position accounts for 0.15% of the portfolio, ranked #53.

Summit Wealth & Retirement Planning first reported a position in VYM in Q4 2018 and has held it in 22 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Summit Wealth & Retirement Planning held 4,434 shares of Vanguard High Dividend Yield ETF worth $701K as of Q2 2026.
Summit Wealth & Retirement Planning left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.15% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #53 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 22 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.