Turning Point Benefit Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Turning Point Benefit 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 Q2	$1.27M	Buy	8,035 +2,683	+50%	+$419K	0.55%	43
2026 Q1	$796K	Sell	5,352 -460	-8%	-$69.2K	0.51%	41
2025 Q4	$834K	Buy	5,812 +254	+5%	+$36.1K	0.44%	42
2025 Q3	$784K	Sell	5,558 -3,888	-41%	-$534K	0.47%	43
2025 Q2	$1.26M	Buy	+9,446	New	+$1.2M	0.95%	20

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

Turning Point Benefit Group's VYM Position: Q2 2026 in Review

Turning Point Benefit Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 50% in Q2 2026, buying an estimated $419K and bringing the position to 8,035 shares worth $1.27M. The position accounts for 0.55% of the portfolio, ranked #43.

Turning Point Benefit Group first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Turning Point Benefit Group held 8,035 shares of Vanguard High Dividend Yield ETF worth $1.27M as of Q2 2026.
Turning Point Benefit Group bought 2,683 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $419K.
Vanguard High Dividend Yield ETF made up 0.55% of Turning Point Benefit Group's portfolio in Q2 2026, its #43 holding.
Turning Point Benefit Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.