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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
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

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

XY Planning Network's VYM Position: Q2 2026 in Review

XY Planning Network increased its Vanguard High Dividend Yield ETF (VYM) stake by 32% in Q2 2026, buying an estimated $252K and bringing the position to 6,659 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #140.

XY Planning Network first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • XY Planning Network held 6,659 shares of Vanguard High Dividend Yield ETF worth $1.05M as of Q2 2026.
  • XY Planning Network bought 1,614 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $252K.
  • Vanguard High Dividend Yield ETF made up 0.13% of XY Planning Network's portfolio in Q2 2026, its #140 holding.
  • XY Planning Network first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.