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Jackson Grant Investment Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Jackson Grant Investment Advisers’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 		$839K Buy
5,662
+15
+0.3% +$2.25K 0.28% 58
2025
Q4 		$810K Buy
5,647
+16
+0.3% +$2.28K 0.27% 57
2025
Q3 		$794K Buy
5,631
+15
+0.3% +$2.06K 0.27% 55
2025
Q2 		$749K Buy
5,616
+16
+0.3% +$2.03K 0.27% 51
2025
Q1 		$722K Buy
5,600
+16
+0.3% +$2.1K 0.28% 53
2024
Q4 		$712K Buy
5,584
+18
+0.3% +$2.35K 0.27% 53
2024
Q3 		$714K Buy
5,566
+17
+0.3% +$2.1K 0.27% 54
2024
Q2 		$658K Buy
5,549
+835
+18% +$99K 0.27% 58
2024
Q1 		$570K Buy
4,714
+9
+0.2% +$1.03K 0.23% 62
2023
Q4 		$525K Buy
4,705
+15
+0.3% +$1.58K 0.23% 61
2023
Q3 		$485K Buy
4,690
+11
+0.2% +$1.18K 0.23% 59
2023
Q2 		$496K Buy
4,679
+13
+0.3% +$1.36K 0.23% 61
2023
Q1 		$492K Buy
4,666
+10
+0.2% +$1.08K 0.23% 60
2022
Q4 		$504K Sell
4,656
-17
-0.4% -$1.81K 0.24% 60
2022
Q3 		$443K Buy
4,673
+11
+0.2% +$1.14K 0.23% 61
2022
Q2 		$474K Buy
4,662
+12
+0.3% +$1.3K 0.23% 61
2022
Q1 		$522K Buy
+4,650
New +$519K 0.22% 59
2021
Q4 		– Sell
-4,629
Closed -$478K – 340
2021
Q3 		$478K Buy
4,629
+11
+0.2% +$1.16K 0.21% 63
2021
Q2 		$484K Sell
4,618
-24
-0.5% -$2.52K 0.21% 62
2021
Q1 		$469K Buy
4,642
+10
+0.2% +$965 0.22% 62
2020
Q4 		$424K Buy
4,632
+274
+6% +$23.8K 0.22% 60
2020
Q3 		$353K Buy
4,358
+13
+0.3% +$1.06K 0.21% 59
2020
Q2 		$342K Buy
4,345
+14
+0.3% +$1.09K 0.22% 60
2020
Q1 		$306K Buy
4,331
+32
+0.7% +$2.75K 0.23% 59
2019
Q4 		$403K Buy
4,299
+34
+0.8% +$3.08K 0.22% 58
2019
Q3 		$378K Buy
4,265
+36
+0.9% +$3.15K 0.21% 58
2019
Q2 		$370K Buy
4,229
+28
+0.7% +$2.42K 0.22% 58
2019
Q1 		$360K Buy
4,201
+30
+0.7% +$2.51K 0.22% 56
2018
Q4 		$325K Buy
4,171
+68
+2% +$5.67K 0.23% 59
2018
Q3 		$357K Hold
4,103
– – 0.22% 56
2018
Q2 		$341K Buy
4,103
+58
+1% +$4.86K 0.23% 51
2018
Q1 		$334K Hold
4,045
– – 0.23% 54
2017
Q4 		$346K Buy
4,045
+2,261
+127% +$189K 0.23% 56
2017
Q3 		$145K Buy
1,784
+313
+21% +$24.8K 0.1% 88
2017
Q2 		$115K Hold
1,471
– – 0.09% 91
2017
Q1 		$114K Buy
1,471
+19
+1% +$1.47K 0.09% 89
2016
Q4 		$110K Sell
1,452
-221
-13% -$16.2K 0.09% 88
2016
Q3 		$121K Buy
+1,673
New +$122K 0.1% 78

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

Jackson Grant Investment Advisers's VYM Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.27% in Q1 2026, buying an estimated $2.25K and bringing the position to 5,662 shares worth $839K. The position accounts for 0.28% of the portfolio, ranked #58.

Jackson Grant Investment Advisers first reported a position in VYM in Q3 2016 and has held it in 38 quarters since. 2,004 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Jackson Grant Investment Advisers held 5,662 shares of Vanguard High Dividend Yield ETF worth $839K as of Q1 2026.
  • Jackson Grant Investment Advisers bought 15 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.25K.
  • Vanguard High Dividend Yield ETF made up 0.28% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #58 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and has held it in 38 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.