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Vanguard High Dividend Yield ETF shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 54k 128.20
2024-06-30 $6.6M 56k 118.60
2024-03-31 $7.7M 64k 120.99
2023-12-31 $6.9M 62k 111.63
2023-09-30 $6.0M 58k 103.32
2023-06-30 $6.7M 63k 106.07
2023-03-31 $6.7M 64k 105.50
2022-12-31 $7.2M 67k 108.21
2022-09-30 $6.5M 69k 94.88
2022-06-30 $6.9M 68k 101.70
2022-03-31 $7.8M 69k 112.25
2021-12-31 $8.6M 77k 112.11
2021-09-30 $8.6M 83k 103.35
2021-06-30 $9.0M 86k 104.77
2021-03-31 $8.8M 87k 101.09
2020-12-31 $8.8M 96k 91.52
2020-09-30 $8.2M 102k 80.93
2020-06-30 $14M 172k 78.78
2020-03-31 $11M 162k 70.75
2019-12-31 $5.0M 54k 93.72
2019-09-30 $4.5M 51k 88.73
2019-06-30 $4.2M 48k 87.38
2019-03-31 $3.9M 46k 85.66
2018-12-31 $3.6M 47k 77.98
2018-09-30 $3.5M 40k 87.08
2018-06-30 $3.3M 39k 83.05
2018-03-31 $3.6M 43k 82.48
2017-12-31 $3.6M 42k 85.62
2017-09-30 $3.2M 40k 81.06
2017-06-30 $2.9M 38k 78.15
2017-03-31 $2.4M 31k 77.65
2016-12-31 $2.3M 30k 75.78
2016-09-30 $742k 10k 72.14

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

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