Vanguard High Dividend Yield ETF $VYM is Wellspring Financial Advisors LLC’s 6th Largest Position

Wellspring Financial Advisors LLC lifted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 2.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,978,503 shares of the company’s stock after purchasing an additional 70,074 shares during the quarter. Vanguard High Dividend Yield ETF comprises 5.9% of Wellspring Financial Advisors LLC’s holdings, making the stock its 6th largest position. Wellspring Financial Advisors LLC’s holdings in Vanguard High Dividend Yield ETF were worth $427,475,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Lloyd Advisory Services LLC. purchased a new position in shares of Vanguard High Dividend Yield ETF in the fourth quarter worth about $25,000. Dorato Capital Management acquired a new stake in Vanguard High Dividend Yield ETF during the fourth quarter worth about $30,000. LRI Investments LLC grew its holdings in Vanguard High Dividend Yield ETF by 400.0% during the fourth quarter. LRI Investments LLC now owns 250 shares of the company’s stock worth $36,000 after acquiring an additional 200 shares during the period. DecisionPoint Financial LLC acquired a new stake in Vanguard High Dividend Yield ETF during the fourth quarter worth about $44,000. Finally, Horizon Investments LLC grew its holdings in Vanguard High Dividend Yield ETF by 442.9% during the third quarter. Horizon Investments LLC now owns 456 shares of the company’s stock worth $64,000 after acquiring an additional 372 shares during the period.

Vanguard High Dividend Yield ETF Stock Down 1.0%

Vanguard High Dividend Yield ETF stock opened at $157.21 on Thursday. The firm has a market cap of $77.11 billion, a price-to-earnings ratio of 17.79 and a beta of 0.73. Vanguard High Dividend Yield ETF has a 52 week low of $129.11 and a 52 week high of $161.29. The business’s 50-day moving average price is $155.34 and its 200 day moving average price is $150.90.

Vanguard High Dividend Yield ETF 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.