Vanguard High Dividend Yield ETF (NYSEARCA:VYM) is Holistic Planning LLC’s 10th Largest Position

Holistic Planning LLC lifted its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 6.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,318 shares of the company’s stock after buying an additional 2,446 shares during the quarter. Vanguard High Dividend Yield ETF comprises 2.0% of Holistic Planning LLC’s investment portfolio, making the stock its 10th biggest position. Holistic Planning LLC’s holdings in Vanguard High Dividend Yield ETF were worth $5,527,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of VYM. FSA Wealth Management LLC bought a new stake in shares of Vanguard High Dividend Yield ETF during the third quarter valued at about $26,000. Decker Retirement Planning Inc. purchased a new position in Vanguard High Dividend Yield ETF during the fourth quarter valued at approximately $39,000. Heck Capital Advisors LLC bought a new stake in Vanguard High Dividend Yield ETF during the 4th quarter worth approximately $45,000. Highline Wealth Partners LLC purchased a new stake in Vanguard High Dividend Yield ETF in the 3rd quarter worth approximately $45,000. Finally, GAMMA Investing LLC boosted its holdings in Vanguard High Dividend Yield ETF by 352.5% in the 3rd quarter. GAMMA Investing LLC now owns 457 shares of the company’s stock valued at $59,000 after purchasing an additional 356 shares during the period.

Vanguard High Dividend Yield ETF Price Performance

VYM opened at $132.36 on Monday. The firm has a market capitalization of $59.93 billion, a P/E ratio of 15.88 and a beta of 0.70. Vanguard High Dividend Yield ETF has a one year low of $111.31 and a one year high of $135.07. The company has a fifty day moving average price of $130.62 and a 200-day moving average price of $128.07.

Vanguard High Dividend Yield ETF Profile

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.