Planning Strategies Inc.’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Planning Strategies Inc.’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	$333K	Buy	+2,107	New	+$329K	0.21%	50

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Truist Financial

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D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Planning Strategies Inc.'s VYM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 2,107 shares worth $333K. The stake represents 0.21% of the portfolio and ranks #50 among its holdings.

900 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Planning Strategies Inc. held 2,107 shares of Vanguard High Dividend Yield ETF worth $333K as of Q2 2026.
Vanguard High Dividend Yield ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.21% of Planning Strategies Inc.'s portfolio in Q2 2026, its #50 holding.
900 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.