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Vanguard High Dividend Yield ETF shares owned by Sun Group Wealth Partners

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

Historical chart of Sun Group Wealth Partners investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Sun Group Wealth Partners 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 Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $217k 1.5k 148.10

More positions owned by Sun Group Wealth Partners

Apple (AAPL)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Netflix (NFLX)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Tesla Motors (TSLA)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sun Group Wealth Partners

Top funds holding Vanguard High Dividend Yield ETF

Bank of America Corporation
Morgan Stanley
Gallagher Fiduciary Advisors
Raymond James Financial
LPL Financial
Wells Fargo & Company
Creative Planning
UBS Group
Ameriprise Financial
Envestnet Asset Management
Wellspring Financial Advisors
Rakuten Investment Management
Mercer Global Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L

View all funds holding Vanguard High Dividend Yield ETF