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 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 $1.37T 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

Summit Wealth & Retirement Planning's VYM Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.3% in Q1 2026, selling an estimated $37K and leaving 4,434 shares worth $657K. The position accounts for 0.16% of the portfolio, ranked #52.

Summit Wealth & Retirement Planning first reported a position in VYM in Q4 2018 and has held it in 21 quarters since. The position peaked at $672K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Summit Wealth & Retirement Planning held 4,434 shares of Vanguard High Dividend Yield ETF worth $657K as of Q1 2026.
Summit Wealth & Retirement Planning sold 246 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $37K.
Vanguard High Dividend Yield ETF made up 0.16% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #52 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 21 quarters since.
Summit Wealth & Retirement Planning's Vanguard High Dividend Yield ETF position peaked at $672K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.