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Vanguard High Dividend Yield ETF shares owned by Klingman & Associates

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 9.5k 128.20
2024-06-30 $1.2M 10k 118.60
2024-03-31 $1.0M 8.6k 120.99
2023-12-31 $1.0M 9.0k 111.63
2023-09-30 $1.0M 9.7k 103.32
2023-06-30 $1.0M 9.6k 106.07
2023-03-31 $1.0M 9.6k 105.50
2022-12-31 $958k 8.9k 108.21
2022-09-30 $815k 8.6k 94.83
2022-06-30 $874k 8.6k 101.70
2022-03-31 $958k 8.5k 112.20
2021-12-31 $936k 8.3k 112.14
2021-09-30 $863k 8.3k 103.39
2021-06-30 $875k 8.3k 104.83
2021-03-31 $844k 8.3k 101.11
2020-12-31 $764k 8.3k 91.52
2020-09-30 $676k 8.3k 80.99
2020-06-30 $658k 8.3k 78.83
2020-03-31 $591k 8.3k 70.80
2019-12-31 $443k 4.7k 93.70
2019-09-30 $420k 4.7k 88.83
2019-06-30 $413k 4.7k 87.35
2019-03-31 $404k 4.7k 85.59
2018-12-31 $368k 4.7k 77.97
2018-09-30 $340k 3.9k 86.98
2018-06-30 $325k 3.9k 83.14
2018-03-31 $369k 4.5k 82.44
2017-12-31 $383k 4.5k 85.57
2017-09-30 $363k 4.5k 81.10
2017-06-30 $350k 4.5k 78.19
2017-03-31 $436k 5.6k 77.59
2016-12-31 $426k 5.6k 75.81
2016-09-30 $416k 5.8k 72.13
2016-06-30 $418k 5.9k 71.38
2016-03-31 $421k 6.1k 69.03
2015-12-31 $384k 5.8k 66.71
2015-09-30 $496k 7.9k 62.63
2015-06-30 $533k 7.9k 67.30
2015-03-31 $497k 7.3k 68.26
2014-12-31 $500k 7.3k 68.67

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Klingman & Associates

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