Lakeshore Financial Planning »

Vanguard High Dividend Yield ETF shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial Planning 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 Lakeshore Financial Planning 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 Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 1.6k 148.10

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Select Sector Spdr Tr State Street Fin (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Lakeshore Financial Planning

Top funds holding Vanguard High Dividend Yield ETF

Bank of America Corporation
Morgan Stanley
Gallagher Fiduciary Advisors
Raymond James Financial
LPL Financial
Wells Fargo & Company
Creative Planning
UBS Group
Ameriprise Financial
Envestnet Asset Management
Wellspring Financial Advisors
Rakuten Investment Management
Mercer Global Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L

View all funds holding Vanguard High Dividend Yield ETF