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Vanguard High Dividend Yield ETF shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $452k 3.5k 128.20
2024-06-30 $404k 3.4k 118.60
2024-03-31 $447k 3.7k 120.99
2023-12-31 $448k 4.0k 111.63
2023-09-30 $516k 5.0k 103.32
2023-06-30 $561k 5.3k 106.07
2023-03-31 $547k 5.2k 105.50
2022-12-31 $551k 5.1k 108.21
2022-09-30 $592k 6.2k 94.81
2022-06-30 $615k 6.0k 101.75
2022-03-31 $678k 6.0k 112.18
2021-12-31 $678k 6.0k 112.18
2021-09-30 $614k 5.9k 103.38
2021-06-30 $645k 6.2k 104.76
2021-03-31 $630k 6.2k 101.14
2020-12-31 $639k 7.0k 91.46
2020-09-30 $556k 6.9k 80.91
2020-06-30 $545k 6.9k 78.73
2020-03-31 $656k 9.3k 70.74
2019-12-31 $1.7M 18k 93.73
2019-09-30 $1.7M 20k 88.72
2019-06-30 $1.7M 19k 87.39
2019-03-31 $1.6M 19k 85.66
2018-12-31 $1.6M 20k 78.01
2018-09-30 $1.6M 19k 87.10
2018-06-30 $1.4M 17k 83.07
2018-03-31 $1.4M 17k 82.48
2017-12-31 $1.4M 16k 85.61
2017-09-30 $1.4M 18k 81.05
2017-06-30 $963k 12k 78.12
2017-03-31 $577k 7.4k 77.60
2016-12-31 $504k 6.7k 75.79
2016-06-30 $286k 4.0k 71.50
2016-03-31 $276k 4.0k 69.00
2015-12-31 $267k 4.0k 66.75

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance
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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