ORBA Wealth Advisors »

Vanguard High Dividend Yield ETF shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth 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 ORBA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard High Dividend Yield ETF by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $894k 7.4k 120.99
2023-12-31 $825k 7.4k 111.63

More positions owned by ORBA Wealth Advisors

First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for ORBA Wealth 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