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Vanguard High Dividend Yield ETF shares owned by LVW Advisors

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

Historical chart of LVW Advisors 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 LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 11k 128.20
2024-06-30 $1.3M 11k 118.60
2024-03-31 $1.3M 11k 120.99
2023-12-31 $1.3M 12k 111.63
2023-09-30 $289k 2.8k 103.32
2023-06-30 $501k 4.7k 106.07

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Microsoft Corporation (MSFT)
Capital Group International SHS (CGIE)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Total Usd (IUSB)

View all positions for LVW 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