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Vanguard High Dividend Yield ETF shares owned by Valeo Financial Advisors

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

Historical chart of Valeo 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 Valeo 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 9.8k 140.95
2025-06-30 $1.4M 10k 133.31
2025-03-31 $1.4M 11k 128.96
2024-12-31 $1.4M 11k 127.59
2024-09-30 $762k 5.9k 128.21
2024-06-30 $663k 5.6k 118.61
2024-03-31 $914k 7.8k 117.93
2023-12-31 $747k 6.7k 111.63
2023-09-30 $1.1M 11k 103.32
2023-06-30 $609k 5.7k 106.07
2023-03-31 $699k 6.6k 105.49
2022-12-31 $490k 4.5k 108.22
2022-09-30 $458k 4.8k 94.86
2022-06-30 $735k 7.2k 101.67
2022-03-31 $996k 8.9k 112.21
2021-12-31 $812k 7.2k 112.12
2021-09-30 $632k 6.1k 103.34
2021-06-30 $526k 5.0k 104.78
2021-03-31 $406k 4.0k 101.00
2020-12-31 $308k 3.4k 91.56
2020-09-30 $195k 2.4k 80.95
2020-06-30 $336k 4.3k 78.85
2020-03-31 $393k 5.1k 76.70
2019-12-31 $474k 5.1k 93.69
2019-09-30 $429k 4.8k 88.67
2019-06-30 $408k 4.7k 87.35
2019-03-31 $371k 4.3k 85.60
2018-12-31 $304k 3.9k 78.05
2018-09-30 $33k 400 82.50
2018-06-30 $34k 400 85.00
2018-03-31 $36k 439 82.00
2017-12-31 $41k 482 85.06
2017-09-30 $8.0k 100 80.00

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial Advisors

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