Wealth Advisory Team LLC Makes New $7.11 Million Investment in Vanguard High Dividend Yield ETF $VYM

Wealth Advisory Team LLC acquired a new position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 49,534 shares of the company’s stock, valued at approximately $7,109,000. Vanguard High Dividend Yield ETF comprises about 6.3% of Wealth Advisory Team LLC’s investment portfolio, making the stock its 6th largest holding.

Several other institutional investors have also added to or reduced their stakes in the company. Thrivent Financial for Lutherans lifted its stake in Vanguard High Dividend Yield ETF by 74.5% in the fourth quarter. Thrivent Financial for Lutherans now owns 74,318 shares of the company’s stock worth $10,712,000 after purchasing an additional 31,741 shares during the last quarter. Tilson Financial Group Inc. lifted its stake in Vanguard High Dividend Yield ETF by 2.1% in the fourth quarter. Tilson Financial Group Inc. now owns 61,866 shares of the company’s stock worth $8,879,000 after purchasing an additional 1,293 shares during the last quarter. Avantax Planning Partners Inc. lifted its stake in Vanguard High Dividend Yield ETF by 2.8% in the fourth quarter. Avantax Planning Partners Inc. now owns 70,271 shares of the company’s stock worth $10,085,000 after purchasing an additional 1,897 shares during the last quarter. Pinnacle Associates Ltd. lifted its stake in Vanguard High Dividend Yield ETF by 1.2% in the fourth quarter. Pinnacle Associates Ltd. now owns 543,929 shares of the company’s stock worth $78,065,000 after purchasing an additional 6,203 shares during the last quarter. Finally, Western Wealth Management LLC lifted its stake in Vanguard High Dividend Yield ETF by 37.2% in the fourth quarter. Western Wealth Management LLC now owns 38,444 shares of the company’s stock worth $5,518,000 after purchasing an additional 10,417 shares during the last quarter.

Vanguard High Dividend Yield ETF Price Performance

Shares of NYSEARCA VYM opened at $157.24 on Friday. The company has a market cap of $77.12 billion, a P/E ratio of 17.79 and a beta of 0.73. Vanguard High Dividend Yield ETF has a 1 year low of $126.00 and a 1 year high of $157.63. The firm has a 50-day simple moving average of $151.70 and a two-hundred day simple moving average of $148.53.

Vanguard High Dividend Yield ETF Company Profile

Vanguard High Dividend Yield ETF (NYSEARCA: VYM) is an exchange-traded fund designed to track the performance of the FTSE High Dividend Yield Index. The fund seeks to provide exposure to U.S. companies that are forecast to pay above-average dividends, offering investors a diversified way to access income-generating equities.

The ETF primarily invests in large-cap U.S. stocks across a range of sectors, with holdings selected for their dividend characteristics rather than active stock-picking.