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Tempus Wealth Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tempus Wealth 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 		$1.21M Sell
7,679
-862
-10% -$135K 0.24% 110
2026
Q1 		$1.26M Sell
8,541
-412
-5% -$61.9K 0.29% 99
2025
Q4 		$1.28M Sell
8,953
-1,656
-16% -$236K 0.29% 92
2025
Q3 		$1.5M Sell
10,609
-1,654
-13% -$227K 0.34% 78
2025
Q2 		$1.63M Sell
12,263
-606
-5% -$76.8K 0.41% 67
2025
Q1 		$1.66M Buy
12,869
+6
+0% +$785 0.5% 56
2024
Q4 		$1.64M Sell
12,863
-101
-0.8% -$13.2K 0.5% 50
2024
Q3 		$1.66M Sell
12,964
-79
-0.6% -$9.75K 0.61% 40
2024
Q2 		$1.55M Sell
13,043
-636
-5% -$75.4K 0.65% 38
2024
Q1 		$1.66M Sell
13,679
-11,110
-45% -$1.27M 0.73% 32
2023
Q4 		$2.77M Buy
24,789
+21,317
+614% +$2.24M 1.22% 17
2023
Q3 		$359K Sell
3,472
-21,869
-86% -$2.35M 0.18% 109
2023
Q2 		$2.69M Buy
25,341
+21,823
+620% +$2.29M 1.21% 16
2023
Q1 		$371K Sell
3,518
-1,520
-30% -$163K 0.18% 115
2022
Q4 		$545K Sell
5,038
-477
-9% -$50.8K 0.33% 91
2022
Q3 		$523K Buy
5,515
+260
+5% +$27K 0.35% 78
2022
Q2 		$534K Sell
5,255
-103
-2% -$11.2K 0.44% 65
2022
Q1 		$601K Sell
5,358
-22,410
-81% -$2.5M 0.43% 65
2021
Q4 		$3.11M Buy
27,768
+492
+2% +$53.5K 1.68% 11
2021
Q3 		$2.82M Buy
27,276
+1,286
+5% +$136K 1.6% 12
2021
Q2 		$2.72M Sell
25,990
-446
-2% -$46.8K 1.81% 11
2021
Q1 		$2.67M Buy
+26,436
New +$2.55M 2.83% 6

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tempus Wealth Planning's VYM Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q2 2026, selling an estimated $135K and leaving 7,679 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #110.

Tempus Wealth Planning first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.11M in Q4 2021. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Tempus Wealth Planning held 7,679 shares of Vanguard High Dividend Yield ETF worth $1.21M as of Q2 2026.
  • Tempus Wealth Planning sold 862 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $135K.
  • Vanguard High Dividend Yield ETF made up 0.24% of Tempus Wealth Planning's portfolio in Q2 2026, its #110 holding.
  • Tempus Wealth Planning first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • Tempus Wealth Planning's Vanguard High Dividend Yield ETF position peaked at $3.11M in Q4 2021.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.