JBA
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Johnson Bixby & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Johnson Bixby & Associates’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 		$334K Sell
2,116
-270
-11% -$42.2K 0.04% 103
2026
Q1 		$353K Buy
2,386
+2
+0.1% +$301 0.04% 91
2025
Q4 		$342K Sell
2,384
-183
-7% -$26K 0.04% 92
2025
Q3 		$362K Sell
2,567
-120
-4% -$16.5K 0.05% 88
2025
Q2 		$358K Buy
2,687
+3
+0.1% +$380 0.05% 83
2025
Q1 		$346K Sell
2,684
-404
-13% -$52.9K 0.05% 86
2024
Q4 		$394K Sell
3,088
-817
-21% -$107K 0.06% 78
2024
Q3 		$501K Sell
3,905
-1,583
-29% -$195K 0.08% 67
2024
Q2 		$651K Sell
5,488
-157
-3% -$18.6K 0.11% 55
2024
Q1 		$683K Sell
5,645
-165
-3% -$18.9K 0.12% 55
2023
Q4 		$649K Sell
5,810
-336
-5% -$35.3K 0.12% 54
2023
Q3 		$635K Sell
6,146
-1,107
-15% -$119K 0.13% 53
2023
Q2 		$769K Sell
7,253
-430
-6% -$45.1K 0.16% 47
2023
Q1 		$811K Sell
7,683
-487
-6% -$52.4K 0.18% 46
2022
Q4 		$884K Sell
8,170
-484
-6% -$51.5K 0.21% 46
2022
Q3 		$821K Sell
8,654
-547
-6% -$56.9K 0.21% 46
2022
Q2 		$936K Sell
9,201
-647
-7% -$70.1K 0.23% 40
2022
Q1 		$1.1M Buy
9,848
+52
+0.5% +$5.8K 0.28% 34
2021
Q4 		$1.1M Buy
9,796
+360
+4% +$39.2K 0.29% 33
2021
Q3 		$975K Buy
9,436
+61
+0.7% +$6.45K 0.28% 33
2021
Q2 		$998K Sell
9,375
-1,202
-11% -$126K 0.29% 34
2021
Q1 		$1.07M Sell
10,577
-195
-2% -$18.8K 0.34% 31
2020
Q4 		$986K Buy
+10,772
New +$936K 0.33% 33

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

Johnson Bixby & Associates's VYM Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Vanguard High Dividend Yield ETF (VYM) stake by 11% in Q2 2026, selling an estimated $42.2K and leaving 2,116 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #103.

Johnson Bixby & Associates first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q1 2022. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Johnson Bixby & Associates held 2,116 shares of Vanguard High Dividend Yield ETF worth $334K as of Q2 2026.
  • Johnson Bixby & Associates sold 270 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $42.2K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #103 holding.
  • Johnson Bixby & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's Vanguard High Dividend Yield ETF position peaked at $1.1M in Q1 2022.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.