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Vanguard High Dividend Yield ETF shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $638k 4.4k 143.51
2025-09-30 $408k 2.9k 140.96
2025-06-30 $244k 1.8k 133.31
2024-12-31 $246k 1.9k 127.59
2024-06-30 $53k 445 118.60

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Vanguard High Dividend Yield ETF

Raymond James Financial
LPL Financial
Wells Fargo & Company
Jpmorgan Chase & Co
Ameriprise Financial
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
UBS Group
Mercer Global Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Royal Bank of Canada
Commonwealth Equity Services
Vantagepoint Investment Advisers

View all funds holding Vanguard High Dividend Yield ETF