Cornerstone Planning Group LLC VYM — VANGUARD HIGH DIV YLD ETF

Ownership history in Cornerstone Planning Group LLC  ·  12 quarters on record

AI Ownership Summary

Cornerstone Planning Group LLC reported VANGUARD HIGH DIV YLD ETF (VYM) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.6% in 2025 Q3. The latest visible filing shows VYM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Planning Group LLC's position in VANGUARD HIGH DIV YLD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VYM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.6% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VYM stock page Cornerstone Planning Group LLC fund profile Cornerstone Planning Group LLC full holdings
How Cornerstone Planning Group LLC held VYM — position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.8% +3.8% ❌ 1,284 -525,378 -99.8% 0.03% $191K 2026-02-14 (Est.) $154.46
2025 Q3 ADDED — — — 526,662 +525,740 +57021.7% 6.60% $41.2M 2025-11-04 $137.44
2025 Q2 REDUCED 20.0% +6.0% ❌ 922 -230 -20.0% 0.03% $124K 2025-08-11 $132.62
2025 Q1 ADDED — — — 1,152 +80 +7.5% 0.03% $140K 2025-04-30 $121.32
2024 Q4 REDUCED 56.3% +1.7% ❌ 1,072 -1,382 -56.3% 0.03% $142K 2025-01-29 $127.77
2024 Q3 REDUCED — — — 2,454 -24 -1.0% 0.08% $315K 2024-11-05 $123.67
2024 Q2 ADDED — — — 2,478 +60 +2.5% 0.08% $292K 2024-08-13 $115.75
2024 Q1 ADDED — — — 2,418 +11 +0.5% 0.09% $283K 2024-05-07 $111.94
2023 Q4 ADDED — — — 2,407 +20 +0.8% 0.09% $269K 2024-02-12 $107.03
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VYM

As of 2026 Q1 — sorted by position size

Martel Wealth Advisors LLC 18.54% Reality Financial Planning Services, LLC 16.81% Charter Capital Management, LLC\DE 15.27% MARINO, STRAM & ASSOCIATES LLC 3Y 7Y 14.89% Tepp RIA, LLC 14.4% Ariston Services Group 14.03% truNorth Financial Services, Inc. 13.42% ACT WEALTH MANAGEMENT, LLC 3Y 13.37% Asset Allocation & Management Company, LLC 3Y 11.61% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 11.27%

FAQ About Cornerstone Planning Group LLC and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Planning Group LLC reported owning VYM?

Cornerstone Planning Group LLC reported VYM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VYM position in Cornerstone Planning Group LLC's portfolio?

The largest reported portfolio weight for VYM was 6.60% in 2025 Q3.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Planning Group LLC reported 1,284 shares, equal to 0.03% of portfolio, with an estimated market value of $191K.

What does the chart on this VYM ownership page compare?

The chart compares Cornerstone Planning Group LLC's quarterly VYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cornerstone Planning Group LLC time their VYM position?

Based on 13F filing dates vs. subsequent VYM price moves, Cornerstone Planning Group LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on VYM relative to SPY over the holding period was -3.7%.

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