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Vanguard High Dividend Yield ETF shares owned by EP Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard High Dividend Yield ETF held by EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 61k 111.63
2023-09-30 $2.1M 20k 103.32
2023-06-30 $2.1M 53k 40.20
2023-03-31 $4.0M 73k 55.21
2022-12-31 $2.5M 23k 108.21
2022-09-30 $2.3M 24k 94.89
2022-06-30 $1.7M 16k 101.71
2022-03-31 $1.8M 16k 112.26
2021-12-31 $1.4M 13k 112.14
2021-09-30 $1.2M 37k 33.38
2021-06-30 $1.2M 12k 104.81
2021-03-31 $1.4M 14k 101.10
2020-12-31 $707k 7.7k 91.51
2020-09-30 $613k 7.6k 80.99
2020-06-30 $0 0 0.00
2020-03-31 $694k 9.8k 70.72
2019-12-31 $733k 7.8k 93.72