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Caitlin John’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Caitlin John’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 		$591K Buy
3,737
+1,891
+102% +$296K 0.32% 76
2026
Q1 		$273K Hold
1,846
– – 0.16% 123
2025
Q4 		$265K Sell
1,846
-142
-7% -$20.2K 0.17% 151
2025
Q3 		$280K Buy
1,988
+4
+0.2% +$550 0.2% 112
2025
Q2 		$264K Buy
1,984
+107
+6% +$13.6K 0.24% 105
2025
Q1 		$242K Sell
1,877
-325
-15% -$42.5K 0.24% 111
2024
Q4 		$281K Sell
2,202
-143
-6% -$18.6K 0.19% 111
2024
Q3 		$309K Sell
2,345
-61
-3% -$7.53K 0.19% 112
2024
Q2 		$285K Buy
2,406
+76
+3% +$9.01K 0.21% 105
2024
Q1 		$282K Buy
2,330
+80
+4% +$9.17K 0.21% 101
2023
Q4 		$251K Buy
+2,250
New +$236K 0.2% 99

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Caitlin John's VYM Position: Q2 2026 in Review

Caitlin John increased its Vanguard High Dividend Yield ETF (VYM) stake by 102% in Q2 2026, buying an estimated $296K and bringing the position to 3,737 shares worth $591K. The position accounts for 0.32% of the portfolio, ranked #76.

Caitlin John first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Caitlin John held 3,737 shares of Vanguard High Dividend Yield ETF worth $591K as of Q2 2026.
  • Caitlin John bought 1,891 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $296K.
  • Vanguard High Dividend Yield ETF made up 0.32% of Caitlin John's portfolio in Q2 2026, its #76 holding.
  • Caitlin John first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.