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Vanguard High Dividend Yield ETF shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Vanguard High Dividend Yield ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard High Dividend Yield ETF held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 2.9k 140.95
2025-06-30 $345k 2.6k 133.33
2025-03-31 $217k 1.7k 128.96

More positions owned by Peak Retirement Planning

Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Invesco QQQ Trust, Series 1 Exchange Traded Fund
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
SPDR Gold MiniShares Trust Exchange Traded Fund
Communicat Svs Slct Sec Spdr Etf Exchange Traded Fund (XLC)
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)
Spdr Fund Consumer Discre Select Etf Exchange Traded Fund (XLY)
Real Estate Select Sctr Spdr Etf Exchange Traded Fund (XLRE)
Materials Select Sector SPDR Exchange Traded Fund (XLB)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mid Cap Growth Etf Exchange Traded Fund (VOT)
Vanguard Small Cap Valueetf Exchange Traded Fund (VBR)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Vanguard Value Etf Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

Top funds holding Vanguard High Dividend Yield ETF

Morgan Stanley
Raymond James Financial
LPL Financial
Wells Fargo & Company
Jpmorgan Chase & Co
Ameriprise Financial
Creative Planning
Envestnet Asset Management
UBS Group
Wellspring Financial Advisors
Mercer Global Advisors
Manufacturers Life Insurance Company
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Vanguard High Dividend Yield ETF