JWCA
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J.W. Coons Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

J.W. Coons Advisors’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
2025
Q2 		$316K Buy
2,373
+80
+3% +$10.1K 0.07% 201
2025
Q1 		$296K Buy
2,293
+310
+16% +$40.6K 0.08% 192
2024
Q4 		$253K Sell
1,983
-500
-20% -$65.2K 0.07% 209
2024
Q3 		$318K Buy
2,483
+40
+2% +$4.94K 0.08% 192
2024
Q2 		$290K Sell
2,443
-165
-6% -$19.6K 0.07% 197
2024
Q1 		$316K Sell
2,608
-20
-0.8% -$2.29K 0.07% 190
2023
Q4 		$293K Sell
2,628
-1,118
-30% -$117K 0.08% 194
2023
Q3 		$387K Buy
3,746
+205
+6% +$22K 0.11% 156
2023
Q2 		$376K Hold
3,541
– – 0.1% 171
2023
Q1 		$374K Hold
3,541
– – 0.11% 170
2022
Q4 		$383K Sell
3,541
-635
-15% -$67.6K 0.11% 163
2022
Q3 		$396K Sell
4,176
-259
-6% -$26.9K 0.15% 146
2022
Q2 		$450K Sell
4,435
-178
-4% -$19.3K 0.16% 145
2022
Q1 		$518K Buy
4,613
+1
+0% +$112 0.15% 142
2021
Q4 		$517K Buy
4,612
+183
+4% +$19.9K 0.16% 146
2021
Q3 		$458K Sell
4,429
-254
-5% -$26.9K 0.16% 148
2021
Q2 		$490K Buy
4,683
+2
+0% +$210 0.17% 144
2021
Q1 		$474K Sell
4,681
-188
-4% -$18.1K 0.17% 141
2020
Q4 		$445K Buy
4,869
+2
+0% +$174 0.17% 136
2020
Q3 		$393K Sell
4,867
-1,478
-23% -$121K 0.16% 136
2020
Q2 		$503K Buy
6,345
+3
+0% +$233 0.22% 116
2020
Q1 		$449K Buy
+6,342
New +$545K 0.24% 110

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J.W. Coons Advisors's VYM Position: Q2 2025 in Review

J.W. Coons Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.5% in Q2 2025, buying an estimated $10.1K and bringing the position to 2,373 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #201.

J.W. Coons Advisors first reported a position in VYM in Q1 2020 and has held it in 22 quarters since. The position peaked at $518K in Q1 2022. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • J.W. Coons Advisors held 2,373 shares of Vanguard High Dividend Yield ETF worth $316K as of Q2 2025.
  • J.W. Coons Advisors bought 80 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $10.1K.
  • Vanguard High Dividend Yield ETF made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #201 holding.
  • J.W. Coons Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Vanguard High Dividend Yield ETF position peaked at $518K in Q1 2022.
  • 1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.