JSL
VYM icon

JT Stratford LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

JT Stratford LLC’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 		$1.53M Sell
10,320
-403
-4% -$60.6K 0.19% 124
2025
Q4 		$1.54M Buy
10,723
+559
+5% +$79.5K 0.2% 111
2025
Q3 		$1.43M Sell
10,164
-115
-1% -$15.8K 0.19% 116
2025
Q2 		$1.37M Buy
10,279
+43
+0.4% +$5.45K 0.21% 112
2025
Q1 		$1.32M Sell
10,236
-11
-0.1% -$1.44K 0.23% 107
2024
Q4 		$1.31M Sell
10,247
-36
-0.4% -$4.69K 0.21% 109
2024
Q3 		$1.32M Buy
10,283
+402
+4% +$49.6K 0.23% 112
2024
Q2 		$1.17M Sell
9,881
-143
-1% -$17K 0.22% 113
2024
Q1 		$1.21M Sell
10,024
-450
-4% -$51.6K 0.24% 109
2023
Q4 		$1.17M Sell
10,474
-3,345
-24% -$351K 0.27% 98
2023
Q3 		$1.43M Sell
13,819
-110
-0.8% -$11.8K 0.37% 74
2023
Q2 		$1.48M Sell
13,929
-535
-4% -$56.1K 0.4% 72
2023
Q1 		$1.53M Buy
14,464
+2,039
+16% +$219K 0.44% 62
2022
Q4 		$1.34M Buy
12,425
+357
+3% +$38K 0.43% 64
2022
Q3 		$1.15M Buy
12,068
+312
+3% +$32.4K 0.41% 66
2022
Q2 		$1.2M Buy
11,756
+788
+7% +$85.4K 0.38% 70
2022
Q1 		$1.23M Buy
10,968
+339
+3% +$37.8K 0.36% 71
2021
Q4 		$1.19M Sell
10,629
-526
-5% -$57.2K 0.33% 75
2021
Q3 		$1.15M Sell
11,155
-106
-0.9% -$11.2K 0.35% 73
2021
Q2 		$1.18M Buy
11,261
+345
+3% +$36.2K 0.38% 75
2021
Q1 		$1.1M Sell
10,916
-136
-1% -$13.1K 0.39% 67
2020
Q4 		$1.01M Sell
11,052
-660
-6% -$57.3K 0.38% 67
2020
Q3 		$948K Sell
11,712
-663
-5% -$54.3K 0.41% 61
2020
Q2 		$975K Sell
12,375
-2,020
-14% -$157K 0.5% 62
2020
Q1 		$1.02M Sell
14,395
-5,794
-29% -$498K 0.62% 55
2019
Q4 		$1.89M Sell
20,189
-330
-2% -$29.9K 0.87% 36
2019
Q3 		$1.82M Sell
20,519
-1,670
-8% -$146K 1.02% 35
2019
Q2 		$1.94M Sell
22,189
-396
-2% -$34.2K 1.08% 26
2019
Q1 		$1.94M Buy
22,585
+852
+4% +$71.2K 1.11% 30
2018
Q4 		$1.7M Buy
21,733
+354
+2% +$29.5K 1.13% 32
2018
Q3 		$1.86M Sell
21,379
-5
-0% -$433 1.07% 33
2018
Q2 		$1.78M Sell
21,384
-1,908
-8% -$160K 1.09% 36
2018
Q1 		$1.92M Sell
23,292
-1,401
-6% -$120K 1.2% 32
2017
Q4 		$2.11M Sell
24,693
-444
-2% -$37.1K 1.38% 30
2017
Q3 		$2.04M Buy
25,137
+1,188
+5% +$94.3K 1.32% 26
2017
Q2 		$1.87M Buy
23,949
+144
+0.6% +$11.2K 1.32% 28
2017
Q1 		$1.85M Buy
23,805
+1,004
+4% +$77.5K 1.37% 26
2016
Q4 		$1.73M Buy
+22,801
New +$1.67M 1.45% 26

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

JT Stratford LLC's VYM Position: Q1 2026 in Review

JT Stratford LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.8% in Q1 2026, selling an estimated $60.6K and leaving 10,320 shares worth $1.53M. The position accounts for 0.19% of the portfolio, ranked #124.

JT Stratford LLC first reported a position in VYM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.11M in Q4 2017. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • JT Stratford LLC held 10,320 shares of Vanguard High Dividend Yield ETF worth $1.53M as of Q1 2026.
  • JT Stratford LLC sold 403 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $60.6K.
  • Vanguard High Dividend Yield ETF made up 0.19% of JT Stratford LLC's portfolio in Q1 2026, its #124 holding.
  • JT Stratford LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and has held it in 38 quarters since.
  • JT Stratford LLC's Vanguard High Dividend Yield ETF position peaked at $2.11M in Q4 2017.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.