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Vanguard High Dividend Yield ETF shares owned by Geneos Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 34k 118.60
2024-03-31 $4.1M 34k 120.99
2023-12-31 $3.8M 34k 111.63
2023-09-30 $3.4M 33k 103.32
2023-06-30 $3.5M 33k 106.07
2023-03-31 $3.6M 34k 105.50
2022-12-31 $3.4M 31k 108.21
2022-09-30 $2.8M 30k 94.85
2022-06-30 $3.6M 35k 102.71
2022-03-31 $3.8M 34k 112.25
2021-12-31 $3.8M 34k 112.10
2021-09-30 $2.9M 28k 104.61
2021-06-30 $2.9M 27k 105.58
2021-03-31 $4.5M 44k 103.67
2020-12-31 $2.4M 43k 55.69
2020-09-30 $1.5M 19k 79.70
2020-06-30 $1.5M 20k 76.60
2020-03-31 $1.5M 21k 69.71
2019-12-31 $1.9M 20k 93.84
2019-09-30 $1.8M 20k 88.45
2019-06-30 $1.7M 19k 87.37
2019-03-31 $1.7M 19k 85.64
2018-12-31 $1.5M 20k 77.30
2018-09-30 $1.7M 20k 87.07
2018-06-30 $1.6M 19k 83.05
2018-03-31 $1.6M 20k 82.49
2017-12-31 $1.7M 19k 85.63
2017-09-30 $1.6M 20k 81.03
2017-06-30 $1.5M 19k 78.13
2017-03-31 $1.1M 14k 77.65
2016-12-31 $962k 13k 75.76
2016-09-30 $767k 11k 72.09
2016-06-30 $654k 9.2k 71.43
2016-03-31 $769k 11k 69.27

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Vanguard High Dividend Yield ETF

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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