SHYD — VANECK ETF TRUST

Ownership history in Willis Johnson & Associates, Inc.  ·  15 quarters on record

AI Ownership Summary

Willis Johnson & Associates, Inc. reported VANECK ETF TRUST (SHYD) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.21% in 2024 Q1. The latest visible filing shows SHYD at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHYD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Willis Johnson & Associates, Inc.'s position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHYD was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHYD stock page Willis Johnson & Associates, Inc. fund profile Willis Johnson & Associates, Inc. full holdings
How Willis Johnson & Associates, Inc. held SHYD — position size vs. price
% of Fund (quarterly)    SHYD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 125,047 +1,278 +1.0% 0.18% $2.9M 2026-02-14 (Est.) $22.92
2025 Q3 ADDED 123,769 +3,441 +2.9% 0.18% $2.8M 2025-11-06 $22.44
2025 Q2 ADDED 120,328 +13,073 +12.2% 0.18% $2.7M 2025-08-13 $22.16
2025 Q1 ADDED 107,255 +2,505 +2.4% 0.18% $2.4M 2025-05-15 $21.67
2024 Q4 REDUCED 104,750 -3,613 -3.3% 0.18% $2.4M 2025-02-14 $21.82
2024 Q3 REDUCED 108,363 -3,832 -3.4% 0.19% $2.5M 2024-10-31 $21.48
2024 Q2 ADDED 112,195 +1,762 +1.6% 0.21% $2.5M 2024-08-01 $21.25
2024 Q1 ADDED 110,433 +5,461 +5.2% 0.21% $2.5M 2024-04-19 $20.72
2023 Q4 ADDED 104,972 +7,496 +7.7% 0.21% $2.3M 2024-01-12 $20.65
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHYD

As of 2026 Q1 — sorted by position size

High Net Worth Advisory Group LLC 3Y 0.53% Fragasso Financial Advisors Inc 3Y 7Y 0.36% BLUELINE ADVISORS LLC 0.25% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 0.17% Dynamic Advisor Solutions LLC 3Y 7Y 0.08% Occidental Asset Management, LLC 3Y 7Y 0.07% FC Advisory LLC 3Y 7Y 0.07% Richard P Slaughter Associates Inc 3Y 0.07% Capital Advisors Wealth Management, LLC 3Y 0.06% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.05%

FAQ About Willis Johnson & Associates, Inc. and SHYD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Willis Johnson & Associates, Inc. reported owning SHYD?

Willis Johnson & Associates, Inc. reported SHYD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHYD position in Willis Johnson & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SHYD was 0.21% in 2024 Q1.

What is the latest reported SHYD position on this page?

The most recent filing on this page is 2025 Q4, when Willis Johnson & Associates, Inc. reported 125,047 shares, equal to 0.18% of portfolio, with an estimated market value of $2.9M.

What does the chart on this SHYD ownership page compare?

The chart compares Willis Johnson & Associates, Inc.'s quarterly SHYD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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