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Vanguard High Dividend Yield ETF shares owned by Plan Group Financial

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 1.7k 140.95
2025-06-30 $229k 1.7k 133.31
2025-03-31 $222k 1.7k 128.96

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View all positions for Plan Group Financial

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