Willow Creek Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Willow Creek Wealth Management’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	$384K	Buy	+2,723	New	+$374K	0.03%	120

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Willow Creek Wealth Management's VYM Position: Q3 2025 in Review

Willow Creek Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q3 2025: 2,723 shares worth $384K. The stake represents 0.03% of the portfolio and ranks #120 among its holdings.

1,839 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Willow Creek Wealth Management held 2,723 shares of Vanguard High Dividend Yield ETF worth $384K as of Q3 2025.
Vanguard High Dividend Yield ETF was a new Willow Creek Wealth Management position in Q3 2025.
Vanguard High Dividend Yield ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #120 holding.
1,839 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.