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Vanguard High Dividend Yield ETF shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted 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 Rooted Wealth Advisors 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3M 45k 120.07
2023-12-31 $5.0M 44k 112.72
2023-09-30 $5.3M 50k 105.26
2023-06-30 $11M 102k 106.14
2023-03-31 $6.6M 62k 107.07
2022-12-31 $2.9M 27k 108.21

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted 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
Commonwealth Equity Services
Mercer Global Advisors
Janney Montgomery Scott
Stifel Financial

View all funds holding Vanguard High Dividend Yield ETF