Donalies Financial Planning LLC Acquires New Shares in Vanguard High Dividend Yield ETF $VYM

Donalies Financial Planning LLC purchased a new position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 10,363 shares of the company’s stock, valued at approximately $1,487,000. Vanguard High Dividend Yield ETF makes up approximately 1.3% of Donalies Financial Planning LLC’s portfolio, making the stock its 23rd biggest holding.

Several other large investors also recently modified their holdings of VYM. Lloyd Advisory Services LLC. bought a new stake in shares of Vanguard High Dividend Yield ETF in the fourth quarter worth about $25,000. Dorato Capital Management acquired a new position in shares of Vanguard High Dividend Yield ETF during the fourth quarter worth about $30,000. LRI Investments LLC boosted its position in shares of Vanguard High Dividend Yield ETF by 400.0% during the fourth quarter. LRI Investments LLC now owns 250 shares of the company’s stock worth $36,000 after buying an additional 200 shares during the period. Resources Management Corp CT ADV acquired a new position in shares of Vanguard High Dividend Yield ETF during the fourth quarter worth about $40,000. Finally, IFC & Insurance Marketing Inc. acquired a new position in shares of Vanguard High Dividend Yield ETF during the fourth quarter worth about $40,000.

Vanguard High Dividend Yield ETF Price Performance

VYM stock opened at $160.42 on Wednesday. The stock has a market capitalization of $78.68 billion, a P/E ratio of 17.79 and a beta of 0.73. The business has a 50-day moving average of $156.30 and a 200-day moving average of $151.41. Vanguard High Dividend Yield ETF has a fifty-two week low of $129.11 and a fifty-two week high of $161.33.

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.