Vanguard High Dividend Yield ETF (NYSEARCA:VYM) is Heartwood Wealth Advisors LLC’s 8th Largest Position

Heartwood Wealth Advisors LLC boosted its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 0.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 265,737 shares of the company’s stock after acquiring an additional 2,131 shares during the quarter. Vanguard High Dividend Yield ETF comprises 3.8% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 8th biggest holding. Heartwood Wealth Advisors LLC’s holdings in Vanguard High Dividend Yield ETF were worth $33,905,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Mesirow Financial Investment Management Inc. lifted its holdings in shares of Vanguard High Dividend Yield ETF by 101.2% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 1,097,218 shares of the company’s stock valued at $140,664,000 after buying an additional 552,003 shares during the period. Accredited Investors Inc. lifted its holdings in Vanguard High Dividend Yield ETF by 18,516.9% in the third quarter. Accredited Investors Inc. now owns 399,705 shares of the company’s stock valued at $51,242,000 after acquiring an additional 397,558 shares during the period. Sanctuary Advisors LLC purchased a new stake in shares of Vanguard High Dividend Yield ETF during the 2nd quarter worth $27,104,000. Kovitz Investment Group Partners LLC grew its stake in shares of Vanguard High Dividend Yield ETF by 4,879.6% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 174,534 shares of the company’s stock worth $22,101,000 after purchasing an additional 171,029 shares during the period. Finally, Mercer Global Advisors Inc. ADV increased its holdings in shares of Vanguard High Dividend Yield ETF by 7.4% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 2,226,818 shares of the company’s stock valued at $247,649,000 after purchasing an additional 153,146 shares in the last quarter.

Vanguard High Dividend Yield ETF Stock Performance

VYM stock traded down $1.73 during trading on Friday, reaching $126.23. 1,595,117 shares of the company were exchanged, compared to its average volume of 1,376,461. The stock’s 50 day moving average price is $130.59 and its 200 day moving average price is $126.70. Vanguard High Dividend Yield ETF has a 52-week low of $109.47 and a 52-week high of $135.07. The company has a market cap of $57.16 billion, a P/E ratio of 15.88 and a beta of 0.70.

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.