Vertex Planning Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vertex Planning Partners’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
2025 Q4	–	Sell	-1,907	Closed	-$269K	–	204
2025 Q3	$269K	Hold	1,907	–	–	0.05%	173
2025 Q2	$254K	Hold	1,907	–	–	0.05%	161
2025 Q1	$246K	Sell	1,907 -189	-9%	-$24.7K	0.05%	161
2024 Q4	$267K	Buy	2,096 +189	+10%	+$24.6K	0.06%	155
2024 Q3	$244K	Buy	1,907 +30	+2%	+$3.7K	0.06%	144
2024 Q2	$223K	Sell	1,877 -174	-8%	-$20.6K	0.06%	144
2024 Q1	$248K	Buy	+2,051	New	+$235K	0.07%	139
2023 Q1	–	Sell	-2,302	Closed	-$249K	–	151
2022 Q4	$249K	Buy	+2,302	New	+$245K	0.1%	128

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vertex Planning Partners's VYM Position: Q4 2025 in Review

Vertex Planning Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 1,907 shares — an estimated $269K sold.

Vertex Planning Partners first reported a position in VYM in Q4 2022 and held it in 8 quarters. The position peaked at $269K in Q3 2025. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

Vertex Planning Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 1,907 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $269K.
Vertex Planning Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and held it in 8 quarters.
Vertex Planning Partners's Vanguard High Dividend Yield ETF position peaked at $269K in Q3 2025.
2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.