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Watts Gwilliam & Co’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Watts Gwilliam & Co’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
Q3 		$283K Hold
2,011
– – 0.05% 181
2025
Q2 		$285K Sell
2,011
-198
-9% -$25.1K 0.05% 178
2025
Q1 		$285K Sell
2,209
-2
-0.1% -$262 0.06% 168
2024
Q4 		$282K Sell
2,211
-99
-4% -$12.9K 0.06% 170
2024
Q3 		$296K Buy
+2,310
New +$285K 0.06% 159
2024
Q1 		$302K Buy
+2,510
New +$288K 0.09% 138

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Watts Gwilliam & Co's VYM Position: Q3 2025 in Review

Watts Gwilliam & Co held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2025 at 2,011 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #181.

Watts Gwilliam & Co first reported a position in VYM in Q1 2024 and has held it in 6 quarters since. The position peaked at $302K in Q1 2024. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Watts Gwilliam & Co held 2,011 shares of Vanguard High Dividend Yield ETF worth $283K as of Q3 2025.
  • Watts Gwilliam & Co left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2025.
  • Vanguard High Dividend Yield ETF made up 0.05% of Watts Gwilliam & Co's portfolio in Q3 2025, its #181 holding.
  • Watts Gwilliam & Co first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Vanguard High Dividend Yield ETF position peaked at $302K in Q1 2024.
  • 1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.