WJA
VYM icon

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
Q2 		– Sell
-5,375
Closed -$796K – 191
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
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

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

Willis Johnson & Associates sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 5,375 shares — an estimated $796K sold.

Willis Johnson & Associates first reported a position in VYM in Q1 2023 and held it in 13 quarters. The position peaked at $1.15M in Q4 2025. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 5,375 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $796K.
  • Willis Johnson & Associates first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 13 quarters.
  • Willis Johnson & Associates's Vanguard High Dividend Yield ETF position peaked at $1.15M in Q4 2025.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.