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

Willis Johnson & 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 Q1	$796K	Sell	5,375 -2,659	-33%	-$400K	0.05%	91
2025 Q4	$1.15M	Buy	8,034 +22	+0.3%	+$3.13K	0.07%	67
2025 Q3	$1.13M	Buy	8,012 +341	+4%	+$46.9K	0.07%	71
2025 Q2	$1.02M	Buy	7,671 +22	+0.3%	+$2.79K	0.07%	67
2025 Q1	$986K	Buy	7,649 +508	+7%	+$66.5K	0.07%	64
2024 Q4	$911K	Buy	7,141 +66	+0.9%	+$8.61K	0.07%	68
2024 Q3	$907K	Buy	7,075 +2	+0%	+$247	0.07%	65
2024 Q2	$839K	Buy	7,073 +1	+0%	+$119	0.07%	66
2024 Q1	$856K	Sell	7,072 -235	-3%	-$26.9K	0.07%	63
2023 Q4	$816K	Sell	7,307 -33	-0.4%	-$3.47K	0.07%	64
2023 Q3	$758K	Buy	7,340 +1	+0%	+$107	0.08%	68
2023 Q2	$778K	Sell	7,339 -359	-5%	-$37.7K	0.08%	67
2023 Q1	$812K	Buy	+7,698	New	+$828K	0.1%	64

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

Willis Johnson & Associates's VYM Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Vanguard High Dividend Yield ETF (VYM) stake by 33% in Q1 2026, selling an estimated $400K and leaving 5,375 shares worth $796K. The position accounts for 0.05% of the portfolio, ranked #91.

Willis Johnson & Associates first reported a position in VYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Willis Johnson & Associates held 5,375 shares of Vanguard High Dividend Yield ETF worth $796K as of Q1 2026.
Willis Johnson & Associates sold 2,659 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $400K.
Vanguard High Dividend Yield ETF made up 0.05% of Willis Johnson & Associates's portfolio in Q1 2026, its #91 holding.
Willis Johnson & Associates first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 13 quarters since.
Willis Johnson & Associates's Vanguard High Dividend Yield ETF position peaked at $1.15M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.