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Morris Financial Concepts’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Morris Financial Concepts’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
Q1 		$410K Sell
2,766
-51
-2% -$7.67K 0.14% 86
2025
Q4 		$404K Hold
2,817
– – 0.14% 82
2025
Q3 		$397K Hold
2,817
– – 0.14% 82
2025
Q2 		$376K Hold
2,817
– – 0.15% 82
2025
Q1 		$363K Buy
2,817
+77
+3% +$10.1K 0.15% 86
2024
Q4 		$350K Sell
2,740
-327
-11% -$42.6K 0.15% 83
2024
Q3 		$393K Sell
3,067
-8
-0.3% -$988 0.17% 76
2024
Q2 		$365K Sell
3,075
-8
-0.3% -$949 0.17% 76
2024
Q1 		$373K Buy
3,083
+291
+10% +$33.3K 0.19% 69
2023
Q4 		$312K Sell
2,792
-3
-0.1% -$315 0.18% 71
2023
Q3 		$289K Buy
2,795
+2,437
+681% +$261K 0.19% 68
2023
Q2 		$37.9K Hold
358
– – 0.02% 111
2023
Q1 		$37.7K Buy
+358
New +$38.5K 0.03% 110
2022
Q3 		– Sell
-1,052
Closed -$107K – 130
2022
Q2 		$107K Hold
1,052
– – 0.1% 74
2022
Q1 		$118K Buy
+1,052
New +$117K 0.1% 75

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morris Financial Concepts's VYM Position: Q1 2026 in Review

Morris Financial Concepts reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q1 2026, selling an estimated $7.67K and leaving 2,766 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #86.

Morris Financial Concepts first reported a position in VYM in Q1 2022 and has held it in 15 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Morris Financial Concepts held 2,766 shares of Vanguard High Dividend Yield ETF worth $410K as of Q1 2026.
  • Morris Financial Concepts sold 51 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $7.67K.
  • Vanguard High Dividend Yield ETF made up 0.14% of Morris Financial Concepts's portfolio in Q1 2026, its #86 holding.
  • Morris Financial Concepts first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 15 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.