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Vanguard High Dividend Yield ETF shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 37k 137.47
2025-06-30 $5.0M 37k 134.90
2025-03-31 $4.2M 37k 114.78
2024-09-30 $4.7M 36k 131.43
2024-06-30 $4.3M 36k 118.83
2024-03-31 $4.3M 36k 120.30
2023-09-30 $3.6M 35k 102.50
2023-06-30 $3.7M 34k 108.92
2023-03-31 $3.5M 34k 103.94

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Capital Group International SHS (CGIE)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Sweeney & Michel

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