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Vanguard High Dividend Yield ETF shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners 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 Holistic Financial Partners 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 Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 2.2k 140.95
2025-06-30 $291k 2.2k 133.31

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)

View all positions for Holistic Financial Partners

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