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Vanguard High Dividend Yield ETF shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard High Dividend Yield ETF by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 59k 128.20
2024-06-30 $7.0M 59k 118.60
2024-03-31 $7.1M 58k 120.99
2023-12-31 $6.7M 60k 111.63
2023-09-30 $6.3M 61k 103.32
2023-06-30 $6.8M 64k 106.07
2023-03-31 $7.2M 68k 105.50
2022-12-31 $7.6M 70k 108.21
2022-09-30 $6.9M 73k 94.89
2022-06-30 $7.6M 75k 101.70
2022-03-31 $8.3M 74k 112.25
2021-12-31 $8.8M 79k 112.12
2021-09-30 $8.2M 79k 103.35
2021-06-30 $8.6M 82k 104.77
2021-03-31 $8.1M 81k 101.09
2020-12-31 $9.4M 102k 91.51
2020-09-30 $8.5M 106k 80.93
2020-06-30 $8.8M 111k 78.78
2020-03-31 $8.6M 122k 70.75
2019-12-31 $11M 121k 93.71
2019-09-30 $12M 130k 88.73
2019-06-30 $11M 129k 87.38
2019-03-31 $11M 129k 85.66
2018-12-31 $9.6M 123k 77.99
2018-09-30 $10M 120k 87.09
2018-06-30 $10M 121k 83.05
2018-03-31 $10M 121k 82.49
2017-12-31 $11M 123k 85.63
2017-09-30 $9.8M 121k 81.07
2017-06-30 $8.8M 112k 78.16
2017-03-31 $5.8M 76k 75.76
2016-12-31 $5.8M 76k 75.76
2016-09-30 $3.7M 52k 72.14
2016-06-30 $1.3M 18k 71.46

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
Vanguard Group
Raymond James & Associates
Royal Bank of Canada
Mercer Global Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services
Wellspring Financial Advisors

View all funds holding Vanguard High Dividend Yield ETF