Vanguard High Dividend Yield ETF $VYM is HCR Wealth Advisors’ 3rd Largest Position

by · The Markets Daily

HCR Wealth Advisors raised its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 637,963 shares of the company’s stock after buying an additional 12,033 shares during the period. Vanguard High Dividend Yield ETF comprises about 9.3% of HCR Wealth Advisors’ investment portfolio, making the stock its 3rd biggest holding. HCR Wealth Advisors owned 0.14% of Vanguard High Dividend Yield ETF worth $89,895,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Capital Advisory Group Advisory Services LLC raised its holdings in shares of Vanguard High Dividend Yield ETF by 3.7% during the second quarter. Capital Advisory Group Advisory Services LLC now owns 2,127 shares of the company’s stock worth $284,000 after acquiring an additional 75 shares in the last quarter. Retirement Planning Group LLC NY increased its position in Vanguard High Dividend Yield ETF by 4.2% in the 2nd quarter. Retirement Planning Group LLC NY now owns 1,949 shares of the company’s stock worth $260,000 after purchasing an additional 78 shares during the last quarter. Prudent Man Advisors LLC increased its position in Vanguard High Dividend Yield ETF by 0.4% in the 2nd quarter. Prudent Man Advisors LLC now owns 20,065 shares of the company’s stock worth $2,675,000 after purchasing an additional 80 shares during the last quarter. J. W. Coons Advisors LLC raised its stake in shares of Vanguard High Dividend Yield ETF by 3.5% during the 2nd quarter. J. W. Coons Advisors LLC now owns 2,373 shares of the company’s stock worth $316,000 after purchasing an additional 80 shares in the last quarter. Finally, Transce3nd LLC lifted its holdings in shares of Vanguard High Dividend Yield ETF by 12.9% during the 2nd quarter. Transce3nd LLC now owns 710 shares of the company’s stock valued at $95,000 after buying an additional 81 shares during the last quarter.

Vanguard High Dividend Yield ETF Stock Performance

Shares of NYSEARCA VYM opened at $145.90 on Tuesday. The stock has a market cap of $68.22 billion, a price-to-earnings ratio of 17.79 and a beta of 0.79. The business has a 50 day simple moving average of $141.89 and a 200 day simple moving average of $138.07. Vanguard High Dividend Yield ETF has a 52 week low of $112.05 and a 52 week high of $147.88.

About Vanguard High Dividend Yield ETF

(Free Report)

The Vanguard High Dividend Yield Index Fund (VYM) is an exchange-traded fund that is based on the FTSE Custom High Dividend Yield index. The fund tracks the FTSE High Dividend Yield Index. The index selects high-dividend-paying US companies, excluding REITS, and weights them by market cap. VYM was launched on Nov 10, 2006 and is managed by Vanguard.

Featured Stories