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Vanguard High Dividend Yield ETF shares owned by Lion Street Advisors

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

Historical chart of Lion Street Advisors investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Lion Street 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 Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 27k 128.20
2024-06-30 $3.5M 29k 118.59
2024-03-31 $3.4M 30k 111.63
2023-12-31 $3.4M 30k 111.63
2023-09-30 $3.3M 32k 103.32
2023-06-30 $1.7M 16k 108.43
2023-03-31 $3.3M 31k 105.50
2021-06-30 $21k 200 104.77

More positions owned by Lion Street Advisors

General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Darden Restaurants (DRI)

View all positions for Lion Street Advisors

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