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Vanguard High Dividend Yield ETF shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 87k 118.60
2024-03-31 $11M 87k 120.99

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Apple Common Stock (AAPL)
Vanguard Industrials Etf Uit Exchange Traded (VIS)
Ishares Morningstar Small Cap Etf Uit Exchange Traded (ISCB)
Microsoft Corp Common Stock (MSFT)

View all positions for Mittelman 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