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Vanguard High Dividend Yield ETF shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 23k 128.19
2024-06-30 $494k 4.2k 118.60
2023-12-31 $228k 2.0k 111.62

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View all positions for Pensionmark Financial Group

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