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Vanguard High Dividend Yield ETF shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial 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 Trinity Financial 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 Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 54k 120.99
2023-12-31 $6.5M 58k 111.63
2023-03-31 $416k 3.9k 105.51
2022-12-31 $326k 3.0k 108.23
2022-09-30 $255k 2.7k 95.04

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial 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