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

Wellspring Financial Advisors LLC raised its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 2.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,978,503 shares of the company’s stock after buying 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 owned 0.62% of Vanguard High Dividend Yield ETF worth $427,475,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Lloyd Advisory Services LLC. purchased a new stake in Vanguard High Dividend Yield ETF in the fourth quarter valued at about $25,000. Dorato Capital Management purchased a new stake in Vanguard High Dividend Yield ETF in the fourth quarter valued at about $30,000. LRI Investments LLC raised its stake in Vanguard High Dividend Yield ETF by 400.0% in the fourth quarter. LRI Investments LLC now owns 250 shares of the company’s stock valued at $36,000 after buying an additional 200 shares during the last quarter. DecisionPoint Financial LLC purchased a new stake in Vanguard High Dividend Yield ETF in the fourth quarter valued at about $44,000. Finally, Horizon Investments LLC raised its stake in Vanguard High Dividend Yield ETF by 442.9% in the third quarter. Horizon Investments LLC now owns 456 shares of the company’s stock valued at $64,000 after buying an additional 372 shares during the last quarter.

Vanguard High Dividend Yield ETF Stock Performance

Vanguard High Dividend Yield ETF stock opened at $157.21 on Thursday. The stock has a 50-day moving average of $155.34 and a two-hundred day moving average of $150.90. Vanguard High Dividend Yield ETF has a one year low of $129.11 and a one year high of $161.29. The stock has a market cap of $77.11 billion, a PE ratio of 17.79 and a beta of 0.73.

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.