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Vanguard High Dividend Yield ETF shares owned by Evermay Wealth Management

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

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

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All positions including Vanguard High Dividend Yield ETF held by Evermay Wealth Management 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 91k 128.20
2024-06-30 $11M 93k 118.60
2024-03-31 $11M 94k 120.99
2023-12-31 $631k 5.7k 111.63
2023-09-30 $601k 5.8k 103.32
2023-06-30 $605k 5.7k 106.07
2023-03-31 $602k 5.7k 105.50
2022-12-31 $678k 6.3k 108.21
2022-09-30 $595k 6.3k 94.91
2022-06-30 $199k 2.0k 101.53
2022-03-31 $338k 3.0k 112.22
2021-12-31 $337k 3.0k 112.07
2021-09-30 $315k 3.1k 103.24
2021-06-30 $319k 3.0k 104.73
2021-03-31 $307k 3.0k 101.15
2020-12-31 $286k 3.1k 91.40
2020-09-30 $229k 2.8k 81.09
2018-09-30 $266k 3.1k 86.93
2018-06-30 $258k 3.1k 83.09
2018-03-31 $287k 3.5k 82.35
2017-12-31 $1.4M 16k 85.61
2017-09-30 $1.7M 21k 81.06
2017-06-30 $2.4M 30k 78.14
2017-03-31 $3.0M 39k 77.65
2016-12-31 $3.3M 44k 75.78
2016-09-30 $3.3M 46k 72.14
2016-06-30 $3.3M 47k 71.47
2016-03-31 $3.3M 48k 69.05
2015-12-31 $3.2M 48k 66.74
2015-09-30 $4.6M 74k 62.65
2015-06-30 $4.8M 71k 67.32
2015-03-31 $4.8M 71k 68.30
2014-12-31 $4.9M 72k 68.75
2014-09-30 $4.6M 69k 66.41
2014-06-30 $4.5M 67k 66.32
2014-03-31 $4.2M 67k 63.11
2013-12-31 $4.1M 66k 62.32

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Evermay Wealth Management

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