Vanguard High Dividend Yield ETF $VYM Shares Sold by Wells Financial Advisors INC

Wells Financial Advisors INC decreased its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 86.3% during the first quarter, HoldingsChannel reports. The institutional investor owned 3,105 shares of the company’s stock after selling 19,487 shares during the period. Vanguard High Dividend Yield ETF accounts for about 2.1% of Wells Financial Advisors INC’s holdings, making the stock its 17th biggest holding. Wells Financial Advisors INC’s holdings in Vanguard High Dividend Yield ETF were worth $460,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in VYM. Lloyd Advisory Services LLC. acquired a new position in Vanguard High Dividend Yield ETF during the fourth quarter worth $25,000. PayPay Securities Corp lifted its holdings 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 purchasing an additional 75 shares in the last quarter. Dorato Capital Management acquired a new stake in shares of Vanguard High Dividend Yield ETF in the fourth quarter valued at about $30,000. LRI Investments LLC grew its position in shares of Vanguard High Dividend Yield ETF by 400.0% in the fourth quarter. LRI Investments LLC now owns 250 shares of the company’s stock valued at $36,000 after purchasing an additional 200 shares during the period. Finally, Resources Management Corp CT ADV acquired a new stake in shares of Vanguard High Dividend Yield ETF in the fourth quarter valued at about $40,000.

Vanguard High Dividend Yield ETF Price Performance

VYM stock opened at $160.16 on Monday. Vanguard High Dividend Yield ETF has a 52 week low of $132.01 and a 52 week high of $161.70. The firm has a 50-day simple moving average of $158.76 and a 200-day simple moving average of $153.75. The stock has a market capitalization of $80.04 billion, a P/E ratio of 17.79 and a beta of 0.73.

Vanguard High Dividend Yield ETF Company 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.