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Vanguard High Dividend Yield ETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 24k 128.20
2024-06-30 $3.1M 26k 118.60
2024-03-31 $2.3M 19k 120.99
2023-12-31 $776k 6.9k 111.63
2023-09-30 $504k 4.9k 103.32
2023-03-31 $228k 2.2k 105.51
2022-12-31 $298k 2.8k 108.20

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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
Commonwealth Equity Services
Jpmorgan Chase & Co
Wellspring Financial Advisors

View all funds holding Vanguard High Dividend Yield ETF