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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
2024-03-31 $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)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Darden Restaurants (DRI)
Vanguard Index Fds Mid Cap Etf (VO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)

View all positions for Lion Street Advisors

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
UBS Group
Raymond James & Associates
Vanguard Group
Royal Bank of Canada
Jpmorgan Chase & Co
Goldman Sachs Group
Wellspring Financial Advisors
Commonwealth Equity Services
Mercer Global Advisors
Janney Montgomery Scott

View all funds holding Vanguard High Dividend Yield ETF