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Glass Jacobson Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Glass Jacobson Investment 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 		$1.54M Sell
10,427
-1,109
-10% -$167K 0.53% 66
2025
Q4 		$1.66M Buy
11,536
+7
+0.1% +$996 0.6% 59
2025
Q3 		$1.62M Sell
11,529
-383
-3% -$52.6K 0.59% 58
2025
Q2 		$1.59M Sell
11,912
-2,786
-19% -$353K 0.61% 58
2025
Q1 		$1.88M Hold
14,698
– – 0.62% 49
2024
Q4 		$1.88M Sell
14,698
-909
-6% -$119K 0.62% 49
2024
Q3 		$2M Sell
15,607
-451
-3% -$55.7K 0.66% 46
2024
Q2 		$1.9M Sell
16,058
-454
-3% -$53.8K 0.69% 44
2024
Q1 		$2M Sell
16,512
-749
-4% -$85.8K 0.75% 38
2023
Q4 		$1.93M Buy
17,261
+976
+6% +$103K 0.79% 31
2023
Q3 		$1.68M Buy
16,285
+358
+2% +$38.4K 0.77% 37
2023
Q2 		$1.69M Buy
+15,927
New +$1.67M 0.77% 35
2022
Q4 		$1.69M Buy
+15,586
New +$1.66M 0.84% 29

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glass Jacobson Investment Advisors's VYM Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.6% in Q1 2026, selling an estimated $167K and leaving 10,427 shares worth $1.54M. The position accounts for 0.53% of the portfolio, ranked #66.

Glass Jacobson Investment Advisors first reported a position in VYM in Q4 2022 and has held it in 13 quarters since. The position peaked at $2M in Q3 2024. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Glass Jacobson Investment Advisors held 10,427 shares of Vanguard High Dividend Yield ETF worth $1.54M as of Q1 2026.
  • Glass Jacobson Investment Advisors sold 1,109 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $167K.
  • Vanguard High Dividend Yield ETF made up 0.53% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $2M in Q3 2024.
  • 2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.