Wells Financial Advisors INC Trims Stake in Vanguard High Dividend Yield ETF $VYM

Wells Financial Advisors INC cut its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 86.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,105 shares of the company’s stock after selling 19,487 shares during the quarter. Vanguard High Dividend Yield ETF makes up approximately 2.1% of Wells Financial Advisors INC’s investment portfolio, making the stock its 17th largest position. Wells Financial Advisors INC’s holdings in Vanguard High Dividend Yield ETF were worth $460,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of VYM. Lloyd Advisory Services LLC. acquired a new position in shares of Vanguard High Dividend Yield ETF in the 4th quarter valued at $25,000. PayPay Securities Corp grew its position in Vanguard High Dividend Yield ETF by 75.8% during the first quarter. PayPay Securities Corp now owns 174 shares of the company’s stock valued at $27,000 after buying an additional 75 shares during the period. Dorato Capital Management acquired a new stake in Vanguard High Dividend Yield ETF during the fourth quarter valued at $30,000. LRI Investments LLC grew its position in Vanguard High Dividend Yield ETF by 400.0% during 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 period. Finally, Resources Management Corp CT ADV purchased a new position in Vanguard High Dividend Yield ETF in the fourth quarter valued at $40,000.

Vanguard High Dividend Yield ETF Stock Performance

Shares of Vanguard High Dividend Yield ETF stock opened at $160.16 on Monday. The firm has a 50-day simple moving average of $158.76 and a two-hundred day simple moving average of $153.75. The company has a market cap of $80.04 billion, a P/E ratio of 17.79 and a beta of 0.73. Vanguard High Dividend Yield ETF has a fifty-two week low of $132.01 and a fifty-two week high of $161.70.

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.