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Vanguard High Dividend Yield ETF shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management 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 Geneos Wealth Management 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 34k 120.99
2023-12-31 $3.8M 34k 111.63
2023-09-30 $3.4M 33k 103.32
2023-06-30 $3.5M 33k 106.07
2023-03-31 $3.6M 34k 105.50
2022-12-31 $3.4M 31k 108.21
2022-09-30 $2.8M 30k 94.85
2022-06-30 $3.6M 35k 102.71
2022-03-31 $3.8M 34k 112.25
2021-12-31 $3.8M 34k 112.10
2021-09-30 $2.9M 28k 104.61
2021-06-30 $2.9M 27k 105.58
2021-03-31 $4.5M 44k 103.67
2020-12-31 $2.4M 43k 55.69
2020-09-30 $1.5M 19k 79.70
2020-06-30 $1.5M 20k 76.60
2020-03-31 $1.5M 21k 69.71
2019-12-31 $1.9M 20k 93.84
2019-09-30 $1.8M 20k 88.45
2019-06-30 $1.7M 19k 87.37
2019-03-31 $1.7M 19k 85.64
2018-12-31 $1.5M 20k 77.30
2018-09-30 $1.7M 20k 87.07
2018-06-30 $1.6M 19k 83.05
2018-03-31 $1.6M 20k 82.49
2017-12-31 $1.7M 19k 85.63
2017-09-30 $1.6M 20k 81.03
2017-06-30 $1.5M 19k 78.13
2017-03-31 $1.1M 14k 77.65
2016-12-31 $962k 13k 75.76
2016-09-30 $767k 11k 72.09
2016-06-30 $654k 9.2k 71.43
2016-03-31 $769k 11k 69.27

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

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
Raymond James & Associates
Vanguard Group
Ameriprise Financial
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Vanguard High Dividend Yield ETF