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Vanguard High Dividend Yield ETF shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth 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 Avantra Family Wealth 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 Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.5k 140.95
2025-03-31 $201k 1.6k 128.96
2024-12-31 $295k 2.3k 127.59

More positions owned by Avantra Family Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Wells Fargo & Company (WFC)
Broadcom (AVGO)
Citigroup Com New (C)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Ishares Tr S&p 100 Etf (OEF)
Marathon Petroleum Corp (MPC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)

View all positions for Avantra Family Wealth

Top funds holding Vanguard High Dividend Yield ETF

Morgan Stanley
Raymond James Financial
LPL Financial
Wells Fargo & Company
Jpmorgan Chase & Co
Ameriprise Financial
Creative Planning
Envestnet Asset Management
UBS Group
Wellspring Financial Advisors
Mercer Global Advisors
Manufacturers Life Insurance Company
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Vanguard High Dividend Yield ETF