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Vanguard High Dividend Yield ETF shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $321k 2.4k 133.27
2025-03-31 $250k 2.0k 122.69
2024-12-31 $100k 786 127.59

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Vanguard High Dividend Yield ETF

Morgan Stanley
Raymond James Financial
LPL Financial
Wells Fargo & Company
Jpmorgan Chase & Co
Ameriprise Financial
Creative Planning
Envestnet Asset Management
UBS Group
Wellspring Financial Advisors
Mercer Global Advisors
Manufacturers Life Insurance Company
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Vanguard High Dividend Yield ETF