Wellspring Financial Advisors »

Vanguard High Dividend Yield ETF shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring 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 Wellspring Financial Advisors 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $41M 2.1M 19.52
2024-03-31 $41M 2.1M 19.47
2023-09-30 $8.5M 1.8M 4.63
2023-06-30 $8.7M 1.8M 4.73
2023-03-31 $9.6M 1.9M 5.18
2022-12-31 $9.9M 1.9M 5.33
2022-09-30 $8.6M 1.9M 4.66
2022-06-30 $9.1M 1.9M 4.90
2022-03-31 $11M 1.9M 5.74
2021-12-31 $10M 1.9M 5.52
2021-09-30 $9.3M 1.8M 5.24
2021-06-30 $7.5M 71k 104.87
2021-03-31 $2.2M 31k 71.04
2020-12-31 $3.6M 40k 91.67
2020-09-30 $3.1M 39k 81.13
2020-06-30 $3.1M 39k 78.97
2020-03-31 $2.2M 31k 71.04

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

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