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VYMVYM
Showing 8 of 30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in VANGUARD HIGH DVD YIELD ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 314,360 shares of VYM (VANGUARD HIGH DVD YIELD ETF), worth $49.7M as of 2026-Q2. The position was decreased (-5.6% shares). VYM represents 0.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$49.7M

Current Shares

314,360

Total Value Change

+$9.2M

Total Shares Change

-1,398

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
314,360
-5.6%
$49.7M0.4%$158.03
0
2026-Q1
Increased
332,863
+1.7%
$49.3M0.4%$147.19
36
2025-Q4
Increased
327,388
+8.7%
$47M0.4%$141.80
38
2025-Q3
Increased
301,139
+13.9%
$42.4M0.3%$138.35
40
2025-Q2
Decreased
264,309
-22.3%
$35.2M0.4%$130.07
0
2025-Q1
Increased
340,284
+6.3%
$43.9M0.6%$124.99
44
2024-Q4
Increased
320,031
+1.4%
$40.8M0.6%$122.85
41
2024-Q3
Decreased
315,758
-5.2%
$40.5M0.6%$122.50
0

Other major holders of VYM: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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