WealthPlan Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WealthPlan Investment Management’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	$308K	Buy	1,947 +7	+0.4%	+$1.09K	0.02%	394
2026 Q1	$287K	Buy	1,940 +8	+0.4%	+$1.2K	0.02%	401
2025 Q4	$277K	Buy	1,932 +6	+0.3%	+$853	0.02%	321
2025 Q3	$271K	Sell	1,926 -41	-2%	-$5.63K	0.02%	286
2025 Q2	$262K	Buy	1,967 +8	+0.4%	+$1.01K	0.02%	303
2025 Q1	$253K	Buy	1,959 +8	+0.4%	+$1.05K	0.02%	240
2024 Q4	$249K	Buy	1,951 +40	+2%	+$5.22K	0.02%	236
2024 Q3	$245K	Buy	+1,911	New	+$236K	0.02%	227
2023 Q3	–	Sell	-23	Closed	-$2.44K	–	358
2023 Q2	$2.44K	Sell	23 -286	-93%	-$30K	﹤0.01%	314
2023 Q1	$32.6K	Sell	309 -2,164	-88%	-$233K	0.01%	272
2022 Q4	$275K	Buy	2,473 +211	+9%	+$22.5K	0.02%	331
2022 Q3	$249K	Buy	+2,262	New	+$235K	0.02%	323
2022 Q1	$324K	Buy	+3,007	New	+$335K	0.02%	306

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

WealthPlan Investment Management's VYM Position: Q2 2026 in Review

WealthPlan Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.36% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,947 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #394.

WealthPlan Investment Management first reported a position in VYM in Q1 2022 and has held it in 13 quarters since. The position peaked at $324K in Q1 2022. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

WealthPlan Investment Management held 1,947 shares of Vanguard High Dividend Yield ETF worth $308K as of Q2 2026.
WealthPlan Investment Management bought 7 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.09K.
Vanguard High Dividend Yield ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #394 holding.
WealthPlan Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 13 quarters since.
WealthPlan Investment Management's Vanguard High Dividend Yield ETF position peaked at $324K in Q1 2022.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.