EverSource Wealth Advisors »

Vanguard High Dividend Yield ETF shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource 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 EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard High Dividend Yield ETF by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 25k 124.33
2024-03-31 $2.1M 18k 116.47
2023-12-31 $1.7M 15k 111.63
2023-09-30 $2.3M 23k 103.32
2023-06-30 $2.1M 20k 106.07
2023-03-31 $2.4M 23k 105.50
2022-12-31 $1.0M 9.2k 108.21
2022-09-30 $676k 7.1k 95.01
2022-06-30 $725k 7.1k 101.58
2022-03-31 $786k 7.0k 112.29
2021-12-31 $802k 7.2k 112.02

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)

View all positions for EverSource Wealth Advisors

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
Ameriprise Financial
UBS Group
Royal Bank of Canada
Mercer Global Advisors
Jpmorgan Chase & Co

View all funds holding Vanguard High Dividend Yield ETF