Westfuller Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Westfuller 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
2026 Q1	$1.66M	Buy	11,242 +399	+4%	+$60K	0.72%	38
2025 Q4	$1.56M	Buy	10,843 +11	+0.1%	+$1.56K	0.63%	41
2025 Q3	$1.53M	Sell	10,832 -2,054	-16%	-$282K	0.69%	39
2025 Q2	$1.72M	Buy	12,886 +276	+2%	+$35K	0.98%	28
2025 Q1	$1.63M	Sell	12,610 -517	-4%	-$67.7K	1.09%	26
2024 Q4	$1.67M	Sell	13,127 -242	-2%	-$31.6K	1.06%	27
2024 Q3	$1.71M	Buy	+13,369	New	+$1.65M	1.23%	25
2024 Q1	$1.61M	Buy	+13,335	New	+$1.53M	1.94%	18

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Westfuller Advisors's VYM Position: Q1 2026 in Review

Westfuller Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.7% in Q1 2026, buying an estimated $60K and bringing the position to 11,242 shares worth $1.66M. The position accounts for 0.72% of the portfolio, ranked #38.

Westfuller Advisors first reported a position in VYM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Westfuller Advisors held 11,242 shares of Vanguard High Dividend Yield ETF worth $1.66M as of Q1 2026.
Westfuller Advisors bought 399 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $60K.
Vanguard High Dividend Yield ETF made up 0.72% of Westfuller Advisors's portfolio in Q1 2026, its #38 holding.
Westfuller Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's Vanguard High Dividend Yield ETF position peaked at $1.72M in Q2 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.