JWM
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Jackson Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Jackson 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
2026
Q2 		$308K Sell
1,948
-22,338
-92% -$3.49M 0.18% 71
2026
Q1 		$3.6M Buy
24,286
+38
+0.2% +$5.71K 0.37% 58
2025
Q4 		$3.48M Buy
24,248
+1,264
+5% +$180K 0.34% 61
2025
Q3 		$3.24M Buy
22,984
+1,227
+6% +$169K 0.32% 62
2025
Q2 		$2.9M Buy
21,757
+272
+1% +$34.5K 0.32% 61
2025
Q1 		$2.77M Buy
21,485
+273
+1% +$35.7K 0.34% 63
2024
Q4 		$2.71M Buy
21,212
+1,474
+7% +$192K 0.31% 66
2024
Q3 		$2.53M Buy
19,738
+8,891
+82% +$1.1M 0.3% 64
2024
Q2 		$1.29M Sell
10,847
-7,328
-40% -$869K 0.28% 68
2024
Q1 		$2.2M Buy
+18,175
New +$2.08M 0.27% 68
2020
Q2 		– Sell
-160,955
Closed -$12.4M – 134
2020
Q1 		$12.4M Buy
+160,955
New +$13.8M 2.59% 9
2017
Q1 		– Sell
-175,579
Closed -$13.3M – 74
2016
Q4 		$13.3M Sell
175,579
-1,547
-0.9% -$114K 5.18% 4
2016
Q3 		$12.6M Sell
177,126
-2,074
-1% -$151K 4.77% 5
2016
Q2 		$12.8M Buy
179,200
+133,255
+290% +$9.31M 4.76% 5
2016
Q1 		$3.15M Sell
45,945
-827
-2% -$54.2K 1.21% 15
2015
Q4 		$2.98M Buy
+46,772
New +$3.14M 1.18% 20
2015
Q1 		– Sell
-99,324
Closed -$6.83M – 140
2014
Q4 		$6.83M Buy
+99,324
New +$6.74M 2.23% 8

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

Jackson Wealth Management's VYM Position: Q2 2026 in Review

Jackson Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 92% in Q2 2026, selling an estimated $3.49M and leaving 1,948 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #71.

Jackson Wealth Management first reported a position in VYM in Q4 2014 and has held it in 17 quarters since. The position peaked at $13.3M in Q4 2016. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Jackson Wealth Management held 1,948 shares of Vanguard High Dividend Yield ETF worth $308K as of Q2 2026.
  • Jackson Wealth Management sold 22,338 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $3.49M.
  • Vanguard High Dividend Yield ETF made up 0.18% of Jackson Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Jackson Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 17 quarters since.
  • Jackson Wealth Management's Vanguard High Dividend Yield ETF position peaked at $13.3M in Q4 2016.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.