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Vanguard Int High Dvd Yld In exchange traded funds shares owned by Perissos Private Wealth Management

Quarter-by-quarter ownership of Vanguard Int High Dvd Yld In exchange traded funds (VYMI) shares owned by Perissos Private Wealth Management from 13F filings

Historical chart of Perissos Private Wealth Management investment in Vanguard Int High Dvd Yld In exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Int High Dvd Yld In exchange traded funds held by Perissos Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Int High Dvd Yld In exchange traded funds by Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 44k 84.68
2025-06-30 $3.5M 44k 80.11

More positions owned by Perissos Private Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)

View all positions for Perissos Private Wealth Management

Top funds holding Vanguard Int High Dvd Yld In exchange traded funds

Morgan Stanley
Orgel Wealth Management
Captrust Financial Advisors
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Manufacturers Life Insurance Company
Jones Financial Companies, L.L
Ameriprise Financial
Royal Bank of Canada
UBS Group
Confluence Wealth Services
Raymond James Financial
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Vanguard Int High Dvd Yld In exchange traded funds