JIP
VYM icon

Jaffetilchin Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Jaffetilchin Investment Partners’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 		$1.5M Buy
10,130
+659
+7% +$99.1K 0.09% 146
2025
Q4 		$1.36M Buy
9,471
+304
+3% +$43.2K 0.08% 157
2025
Q3 		$1.29M Buy
9,167
+38
+0.4% +$5.22K 0.08% 160
2025
Q2 		$1.22M Sell
9,129
-6
-0.1% -$760 0.08% 160
2025
Q1 		$1.18M Buy
9,135
+1,333
+17% +$175K 0.09% 163
2024
Q4 		$995K Buy
7,802
+53
+0.7% +$6.91K 0.07% 165
2024
Q3 		$993K Buy
7,749
+316
+4% +$39K 0.08% 148
2024
Q2 		$882K Buy
7,433
+18
+0.2% +$2.13K 0.08% 151
2024
Q1 		$897K Sell
7,415
-82
-1% -$9.39K 0.08% 149
2023
Q4 		$837K Buy
7,497
+77
+1% +$8.09K 0.08% 154
2023
Q3 		$767K Buy
7,420
+35
+0.5% +$3.75K 0.08% 146
2023
Q2 		$783K Buy
7,385
+24
+0.3% +$2.52K 0.08% 144
2023
Q1 		$777K Buy
7,361
+146
+2% +$15.7K 0.09% 149
2022
Q4 		$781K Buy
7,215
+41
+0.6% +$4.36K 0.1% 149
2022
Q3 		$681K Buy
7,174
+34
+0.5% +$3.54K 0.09% 143
2022
Q2 		$726K Buy
7,140
+38
+0.5% +$4.12K 0.09% 154
2022
Q1 		$758K Buy
7,102
+163
+2% +$18.2K 0.09% 148
2021
Q4 		$778K Buy
6,939
+85
+1% +$9.25K 0.07% 165
2021
Q3 		$708K Sell
6,854
-1,032
-13% -$109K 0.08% 161
2021
Q2 		$780K Buy
7,886
+4,191
+113% +$440K 0.05% 205
2021
Q1 		$374K Buy
3,695
+192
+5% +$18.5K 0.04% 238
2020
Q4 		$321K Buy
3,503
+3
+0.1% +$261 0.05% 219
2020
Q3 		$283K Buy
3,500
+127
+4% +$10.4K 0.05% 192
2020
Q2 		$266K Buy
+3,373
New +$262K 0.06% 176
2017
Q2 		– Sell
-2,660
Closed -$207K – 295
2017
Q1 		$207K Buy
+2,660
New +$205K 0.05% 242
2016
Q3 		– Sell
-5,099
Closed -$364K – 264
2016
Q2 		$364K Hold
5,099
– – 0.11% 147
2016
Q1 		$352K Hold
5,099
– – 0.11% 117
2015
Q4 		$340K Hold
5,099
– – 0.11% 134
2015
Q3 		$319K Buy
5,099
+53
+1% +$3.49K 0.12% 140
2015
Q2 		$340K Hold
5,046
– – 0.1% 149
2015
Q1 		$345K Buy
5,046
+21
+0.4% +$1.44K 0.1% 149
2014
Q4 		$345K Buy
5,025
+40
+0.8% +$2.71K 0.12% 140
2014
Q3 		$331K Buy
4,985
+34
+0.7% +$2.27K 0.12% 154
2014
Q2 		$328K Buy
4,951
+13
+0.3% +$840 0.12% 162
2014
Q1 		$312K Buy
4,938
+11
+0.2% +$676 0.12% 151
2013
Q4 		$307K Buy
4,927
+15
+0.3% +$906 0.15% 140
2013
Q3 		$282K Buy
4,912
+13
+0.3% +$755 0.17% 139
2013
Q2 		$276K Buy
+4,899
New +$277K 0.19% 125

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 $424B AUM 22.96% 1-Year Est. Return

Jaffetilchin Investment Partners's VYM Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 7% in Q1 2026, buying an estimated $99.1K and bringing the position to 10,130 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #146.

Jaffetilchin Investment Partners first reported a position in VYM in Q2 2013 and has held it in 38 quarters since. 2,006 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Jaffetilchin Investment Partners held 10,130 shares of Vanguard High Dividend Yield ETF worth $1.5M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 659 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $99.1K.
  • Vanguard High Dividend Yield ETF made up 0.09% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #146 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 38 quarters since.
  • 2,006 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.