HCR Wealth Advisors Acquires 10,349 Shares of Vanguard High Dividend Yield ETF $VYM

HCR Wealth Advisors increased its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 1.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 656,338 shares of the company’s stock after buying an additional 10,349 shares during the quarter. Vanguard High Dividend Yield ETF accounts for about 9.3% of HCR Wealth Advisors’ portfolio, making the stock its 3rd largest position. HCR Wealth Advisors’ holdings in Vanguard High Dividend Yield ETF were worth $103,721,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VYM. Ballast Advisors LLC raised its position in shares of Vanguard High Dividend Yield ETF by 8.2% in the 4th quarter. Ballast Advisors LLC now owns 868 shares of the company’s stock valued at $125,000 after purchasing an additional 66 shares during the last quarter. Blue Trust Inc. lifted its stake in shares of Vanguard High Dividend Yield ETF by 2.7% during the first quarter. Blue Trust Inc. now owns 2,513 shares of the company’s stock worth $372,000 after buying an additional 66 shares during the period. Abound Wealth Management lifted its stake in shares of Vanguard High Dividend Yield ETF by 6.7% during the second quarter. Abound Wealth Management now owns 1,113 shares of the company’s stock worth $176,000 after buying an additional 70 shares during the period. L.K. Benson & Company P.C. grew its holdings in shares of Vanguard High Dividend Yield ETF by 2.4% during the fourth quarter. L.K. Benson & Company P.C. now owns 3,053 shares of the company’s stock valued at $438,000 after buying an additional 72 shares during the last quarter. Finally, Keystone Financial Group grew its holdings in shares of Vanguard High Dividend Yield ETF by 0.5% during the third quarter. Keystone Financial Group now owns 16,051 shares of the company’s stock valued at $2,262,000 after buying an additional 73 shares during the last quarter.

Vanguard High Dividend Yield ETF Price Performance

NYSEARCA VYM opened at $166.67 on Thursday. The company has a market cap of $83.29 billion, a price-to-earnings ratio of 17.79 and a beta of 0.73. The stock’s fifty day moving average price is $160.76 and its 200 day moving average price is $155.85. Vanguard High Dividend Yield ETF has a 1 year low of $136.63 and a 1 year high of $166.83.

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.