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Vanguard High Dividend Yield ETF shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Vanguard High Dividend Yield ETF

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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 146k 140.95
2025-06-30 $20M 149k 133.31
2025-03-31 $19M 146k 128.96
2024-12-31 $19M 145k 127.59
2024-09-30 $19M 149k 128.20
2024-06-30 $18M 148k 118.60
2024-03-31 $16M 134k 120.99
2023-09-30 $2.4M 24k 103.32
2023-06-30 $300k 2.8k 106.08
2023-03-31 $260k 2.5k 105.51
2022-12-31 $264k 2.4k 108.22
2022-03-31 $201k 1.8k 112.42
2021-12-31 $213k 1.9k 112.11
2021-09-30 $256k 2.5k 103.48
2021-06-30 $238k 2.3k 104.80
2020-12-31 $219k 2.4k 91.67
2017-12-31 $256k 3.0k 85.65
2017-09-30 $461k 5.7k 81.13
2017-06-30 $436k 5.6k 78.25
2017-03-31 $432k 5.6k 76.69
2016-12-31 $427k 5.6k 75.80
2016-09-30 $401k 5.6k 71.19
2016-06-30 $535k 7.5k 71.45
2016-03-31 $551k 8.0k 69.01
2015-12-31 $486k 7.7k 63.33
2015-09-30 $532k 8.5k 62.60
2015-03-31 $950k 14k 69.58
2014-12-31 $936k 14k 68.56
2014-09-30 $907k 14k 66.43
2014-06-30 $911k 14k 66.73
2014-03-31 $847k 13k 63.18
2013-12-31 $827k 13k 61.75
2013-09-30 $809k 13k 60.49
2013-06-30 $786k 13k 58.84
2013-03-31 $753k 13k 56.43

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Meta Platforms Cl A (META)

View all positions for Burns Wealth Management

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