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Vanguard High Dividend Yield ETF shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.4M 77k 120.99
2023-12-31 $8.8M 79k 111.63
2023-09-30 $14M 133k 103.32
2023-06-30 $15M 142k 106.07
2023-03-31 $15M 138k 105.50
2022-12-31 $13M 123k 108.21
2022-09-30 $12M 126k 94.88
2022-06-30 $13M 130k 101.70
2022-03-31 $8.4M 75k 112.25
2021-12-31 $7.9M 71k 112.10
2021-09-30 $6.7M 65k 103.35
2021-06-30 $7.2M 69k 104.78
2021-03-31 $7.0M 69k 101.10
2020-12-31 $6.2M 67k 91.52
2020-09-30 $5.4M 67k 80.93
2020-06-30 $5.3M 67k 78.78
2020-03-31 $5.1M 72k 70.75
2019-12-31 $6.8M 73k 93.71
2019-09-30 $5.8M 65k 88.73
2019-06-30 $4.3M 49k 87.37
2019-03-31 $4.2M 49k 85.66
2018-12-31 $3.7M 48k 77.98
2018-09-30 $3.8M 44k 87.10
2018-06-30 $3.6M 43k 83.04
2018-03-31 $3.8M 47k 82.49
2017-12-31 $4.1M 47k 85.89
2017-09-30 $4.1M 50k 81.07
2017-06-30 $3.7M 47k 78.16
2017-03-31 $5.2M 68k 77.65
2016-12-31 $5.3M 70k 75.77
2016-09-30 $6.1M 85k 72.14
2016-06-30 $6.1M 86k 71.01
2016-03-31 $5.2M 76k 69.04
2015-12-31 $4.7M 70k 66.75
2015-09-30 $2.0M 32k 62.64
2015-06-30 $2.0M 30k 67.31
2015-03-31 $1.7M 24k 69.46
2014-12-31 $303k 4.4k 68.77

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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