Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Waterloo Capital »

Vanguard High Dividend Yield ETF shares owned by Waterloo Capital

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

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Vanguard High Dividend Yield ETF by Waterloo Capital

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$390k	3.3k	118.61
2024-03-31	$990k	8.2k	120.99
2023-09-30	$264k	2.6k	103.32

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)

Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

Vanguard Short-term Bond Etf Short Trm Bond (BSV)

Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)

Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)

Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)

Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)

Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)

Wal-Mart Stores (WMT)

Microsoft Corporation (MSFT)

Aptus Defined Risk Etf Aptus Defined (DRSK)

Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)

Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance

Bank of America Corporation

Envestnet Asset Management

Wells Fargo & Company

Raymond James Financial Services Advisors

Creative Planning

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

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z