XY Planning Network
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XY Planning Network’s Vanguard High Dividend Yield ETF VYM Stock Holding History

XY Planning Network’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
Q3 		$1.01M Sell
6,477
-182
-3% -$29.5K 0.11% 152
2026
Q2 		$1.05M Buy
6,659
+1,614
+32% +$252K 0.13% 140
2026
Q1 		$746K Buy
5,045
+295
+6% +$44.4K 0.12% 154
2025
Q4 		$682K Sell
4,750
-53
-1% -$7.54K 0.12% 145
2025
Q3 		$640K Hold
4,803
– – 0.22% 97
2025
Q2 		$640K Sell
4,803
-80
-2% -$10.1K 0.22% 97
2025
Q1 		$630K Sell
4,883
-287
-6% -$37.6K 0.42% 57
2024
Q4 		$660K Buy
+5,170
New +$674K 0.5% 48

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

XY Planning Network's VYM Position: Q3 2026 in Review

XY Planning Network reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.7% in Q3 2026, selling an estimated $29.5K and leaving 6,477 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #152.

XY Planning Network first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2026. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • XY Planning Network held 6,477 shares of Vanguard High Dividend Yield ETF worth $1.01M as of Q3 2026.
  • XY Planning Network sold 182 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $29.5K.
  • Vanguard High Dividend Yield ETF made up 0.11% of XY Planning Network's portfolio in Q3 2026, its #152 holding.
  • XY Planning Network first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
  • XY Planning Network's Vanguard High Dividend Yield ETF position peaked at $1.05M in Q2 2026.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.