Back to Creative Planning Creative Planning

VYMVYM
31 quarters

Position history for Creative PlanningCreative Planning's holdings in VANGUARD HIGH DVD YIELD ETF

Creative Planning holds 3.8M shares of VYM (VANGUARD HIGH DVD YIELD ETF), worth $606M as of 2026-Q2. The position was decreased (-0.1% shares). VYM represents 0.4% of Creative Planning's portfolio.

Current Value

$606M

Current Shares

3.8M

Total Value Change

+$539M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.8M
-0.1%
$606M0.4%$158.03
0
2026-Q1
Increased
3.8M
+6.1%
$568.6M0.4%$147.19
40
2025-Q4
Increased
3.6M
+1.2%
$519.4M0.4%$141.80
38
2025-Q3
Decreased
3.6M
-0.8%
$503.9M0.4%$138.35
0
2025-Q2
Decreased
3.6M
-0.5%
$480.3M0.4%$130.07
0
2025-Q1
Decreased
3.6M
-0.8%
$466.8M0.4%$124.99
0
2024-Q4
Decreased
3.6M
-1.0%
$465.6M0.5%$122.85
0
2024-Q3
Decreased
3.7M
-1.3%
$472.5M0.5%$122.50
0
2024-Q2
Decreased
3.7M
-0.5%
$442.8M0.5%$113.94
0
2024-Q1
Decreased
3.8M
-2.4%
$454.2M0.5%$115.25
0
2023-Q4
Decreased
3.8M
-2.6%
$429.1M0.8%$105.74
0
2023-Q3
Decreased
3.9M
-0.3%
$407.8M0.5%$96.90
0
2023-Q2
Decreased
4M
-4.8%
$419.9M0.6%$97.57
0
2023-Q1
Decreased
4.2M
-5.4%
$438.5M0.6%$96.25
0
2022-Q4
Decreased
4.4M
-0.2%
$475.4M0.7%$99.21
0
2022-Q3
Decreased
4.4M
-2.3%
$417.8M0.7%$85.18
0
2022-Q2
Increased
4.5M
+12.4%
$458.3M0.8%$90.62
49
2022-Q1
Increased
4M
+8.4%
$450.1M0.7%$99.16
48
2021-Q4
Decreased
3.7M
-3.5%
$414.8M0.7%$98.46
0
2021-Q3
Decreased
3.8M
-36.0%
$396.3M0.7%$89.99
0
2021-Q2
Increased
6M
+247.4%
$627.2M1.1%$90.57
80
2021-Q1
Increased
1.7M
+6.1%
$174.2M0.4%$86.75
39
2020-Q4
Decreased
1.6M
-0.3%
$148.6M0.3%$78.02
0
2020-Q3
Increased
1.6M
+29.8%
$131.8M0.3%$68.39
45
2020-Q2
Increased
1.3M
+5.1%
$98.9M0.3%$66.00
38
2020-Q1
Increased
1.2M
+33.9%
$84.5M0.3%$58.66
46
2019-Q4
Increased
892,072
+3.7%
$83.6M0.3%$77.83
37
2019-Q3
Decreased
860,159
0.0%
$76.3M0.2%$73.09
0
2019-Q2
Decreased
860,201
-1.7%
$75.2M0.3%$71.56
0
2019-Q1
Increased
874,870
+1.8%
$74.9M0.3%$69.65
36
2018-Q4
New
859,069
-
$67M0.3%$62.38
49

Other major holders of VYM: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used