JWA
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JFS Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

JFS Wealth 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
Q2 		$8.19M Sell
51,849
-475
-0.9% -$74.2K 0.41% 47
2026
Q1 		$7.75M Sell
52,324
-4,265
-8% -$641K 0.43% 44
2025
Q4 		$8.12M Sell
56,589
-1,642
-3% -$234K 0.46% 41
2025
Q3 		$8.21M Buy
58,231
+56
+0.1% +$7.7K 0.48% 38
2025
Q2 		$7.76M Buy
58,175
+747
+1% +$94.6K 0.49% 38
2025
Q1 		$7.41M Buy
57,428
+1,361
+2% +$178K 0.5% 37
2024
Q4 		$7.15M Sell
56,067
-2,865
-5% -$374K 0.49% 39
2024
Q3 		$7.56M Buy
58,932
+253
+0.4% +$31.2K 0.51% 37
2024
Q2 		$6.96M Buy
58,679
+323
+0.6% +$38.3K 0.55% 37
2024
Q1 		$7.06M Sell
58,356
-1,590
-3% -$182K 0.56% 36
2023
Q4 		$6.69M Sell
59,946
-914
-2% -$96K 0.57% 36
2023
Q3 		$6.29M Sell
60,860
-3,138
-5% -$337K 0.59% 37
2023
Q2 		$6.79M Sell
63,998
-3,962
-6% -$416K 0.61% 35
2023
Q1 		$7.17M Sell
67,960
-1,856
-3% -$200K 0.68% 31
2022
Q4 		$7.55M Sell
69,816
-2,661
-4% -$283K 0.74% 30
2022
Q3 		$6.88M Sell
72,477
-1,977
-3% -$206K 0.75% 28
2022
Q2 		$7.57M Buy
74,454
+795
+1% +$86.2K 0.8% 27
2022
Q1 		$8.27M Sell
73,659
-5,001
-6% -$558K 0.78% 25
2021
Q4 		$8.82M Sell
78,660
-275
-0.3% -$29.9K 0.83% 24
2021
Q3 		$8.16M Sell
78,935
-2,955
-4% -$312K 0.84% 24
2021
Q2 		$8.58M Buy
81,890
+1,427
+2% +$150K 1.28% 15
2021
Q1 		$8.13M Sell
80,463
-21,764
-21% -$2.1M 1.66% 14
2020
Q4 		$9.36M Sell
102,227
-3,412
-3% -$296K 1.96% 13
2020
Q3 		$8.55M Sell
105,639
-5,507
-5% -$451K 2.03% 13
2020
Q2 		$8.76M Sell
111,146
-10,648
-9% -$828K 2.27% 11
2020
Q1 		$8.62M Buy
121,794
+580
+0.5% +$49.8K 2.58% 10
2019
Q4 		$11.4M Sell
121,214
-8,259
-6% -$749K 2.8% 8
2019
Q3 		$11.5M Buy
129,473
+135
+0.1% +$11.8K 2.93% 8
2019
Q2 		$11.3M Buy
129,338
+297
+0.2% +$25.7K 2.86% 8
2019
Q1 		$11.1M Buy
129,041
+6,152
+5% +$514K 2.88% 8
2018
Q4 		$9.58M Buy
122,889
+2,921
+2% +$244K 2.57% 10
2018
Q3 		$10.4M Sell
119,968
-1,411
-1% -$122K 2.69% 8
2018
Q2 		$10.1M Buy
121,379
+101
+0.1% +$8.46K 2.65% 8
2018
Q1 		$10M Sell
121,278
-1,793
-1% -$154K 2.64% 9
2017
Q4 		$10.5M Buy
123,071
+1,644
+1% +$137K 2.58% 9
2017
Q3 		$9.84M Buy
121,427
+9,409
+8% +$747K 2.54% 10
2017
Q2 		$8.76M Buy
112,018
+35,980
+47% +$2.8M 2.4% 10
2017
Q1 		$5.76M Hold
76,038
– – 1.56% 13
2016
Q4 		$5.76M Buy
76,038
+24,070
+46% +$1.77M 1.56% 13
2016
Q3 		$3.75M Buy
51,968
+34,196
+192% +$2.48M 1.07% 26
2016
Q2 		$1.27M Buy
+17,772
New +$1.24M 0.35% 61

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

JFS Wealth Advisors's VYM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.91% in Q2 2026, selling an estimated $74.2K and leaving 51,849 shares worth $8.19M. The position accounts for 0.41% of the portfolio, ranked #47.

JFS Wealth Advisors first reported a position in VYM in Q2 2016 and has held it in 41 quarters since. The position peaked at $11.5M in Q3 2019. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • JFS Wealth Advisors held 51,849 shares of Vanguard High Dividend Yield ETF worth $8.19M as of Q2 2026.
  • JFS Wealth Advisors sold 475 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $74.2K.
  • Vanguard High Dividend Yield ETF made up 0.41% of JFS Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • JFS Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 41 quarters since.
  • JFS Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $11.5M in Q3 2019.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.