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Vanguard High Dividend Yield ETF shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Heartwood Wealth Advisors 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $37M 265k 140.95
2025-06-30 $35M 261k 133.31
2025-03-31 $33M 255k 128.96
2024-12-31 $34M 266k 127.59
2024-09-30 $34M 264k 128.20
2024-06-30 $31M 261k 118.60
2024-03-31 $31M 259k 120.99
2023-12-31 $28M 249k 111.63
2023-09-30 $26M 249k 103.32
2023-06-30 $26M 247k 106.07
2023-03-31 $25M 241k 105.50
2022-12-31 $23M 215k 108.21
2022-09-30 $22M 228k 94.88
2022-06-30 $23M 221k 101.70
2022-03-31 $25M 223k 112.25
2021-12-31 $27M 241k 112.10
2021-09-30 $25M 240k 103.35
2021-06-30 $25M 239k 104.77
2021-03-31 $24M 241k 101.09
2020-12-31 $22M 242k 91.51
2020-09-30 $19M 236k 80.93
2020-06-30 $19M 315k 59.54
2020-03-31 $14M 195k 70.75
2019-12-31 $2.2M 23k 93.70