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Vanguard High Dividend Yield ETF shares owned by Ballast Rock Private Wealth

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

Historical chart of Ballast Rock Private 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 Ballast Rock Private 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 Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $641k 4.5k 143.52

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

Top funds holding Vanguard High Dividend Yield ETF

Raymond James Financial
LPL Financial
Wells Fargo & Company
Jpmorgan Chase & Co
Ameriprise Financial
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
UBS Group
Mercer Global Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Royal Bank of Canada
Commonwealth Equity Services
Vantagepoint Investment Advisers

View all funds holding Vanguard High Dividend Yield ETF