Waldron »

Vanguard High Dividend Yield ETF shares owned by Waldron

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

Historical chart of Waldron 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 Waldron consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard High Dividend Yield ETF by Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $48M 375k 128.20
2024-06-30 $46M 387k 118.60
2024-03-31 $47M 390k 120.99
2023-12-31 $44M 390k 111.63
2023-09-30 $42M 405k 103.32
2023-06-30 $45M 423k 106.07
2023-03-31 $50M 469k 105.50
2022-12-31 $49M 512k 94.88
2022-09-30 $49M 512k 94.88
2022-06-30 $54M 532k 101.70
2022-03-31 $61M 542k 112.25
2021-12-31 $61M 547k 112.11
2021-09-30 $57M 549k 103.35
2021-06-30 $61M 579k 104.77
2021-03-31 $60M 594k 101.09
2020-12-31 $55M 597k 91.51
2020-09-30 $48M 587k 80.93
2020-06-30 $46M 582k 78.78
2020-03-31 $39M 556k 70.75
2019-12-31 $1.9M 20k 93.70
2019-09-30 $1.7M 19k 88.71
2019-06-30 $1.7M 19k 87.36
2019-03-31 $1.7M 19k 85.65
2018-12-31 $1.3M 17k 77.96
2018-09-30 $454k 5.2k 86.97
2018-06-30 $445k 5.4k 82.90
2018-03-31 $442k 5.4k 82.34
2017-12-31 $459k 5.4k 85.51
2017-09-30 $435k 5.4k 81.04
2017-06-30 $210k 2.7k 77.84
2017-03-31 $278k 3.6k 77.48
2016-12-31 $271k 3.6k 75.53
2016-09-30 $258k 3.6k 71.91
2016-06-30 $256k 3.6k 71.35
2016-03-31 $279k 4.0k 68.91

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Stryker Corporation (SYK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr National Mun Etf (MUB)

View all positions for Waldron

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
Vanguard Group
Raymond James & Associates
Royal Bank of Canada
Mercer Global Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services
Wellspring Financial Advisors

View all funds holding Vanguard High Dividend Yield ETF