VYM — Vanguard High Div Yield

Ownership history in SlateStone Wealth, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which SlateStone Wealth, LLC reported a position in Vanguard High Div Yield (VYM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.28% (2018 Q4)
Avg. % of fund
2.59%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 97,565 -123 -0.1% 1.17% $14.0M $143.52
2025 Q3 REDUCED 97,688 -4,884 -4.8% 1.19% $13.8M $140.02
2025 Q2 REDUCED 102,572 -6,596 -6.0% 1.28% $13.7M $131.64
2025 Q1 REDUCED 109,168 -8,452 -7.2% 1.41% $14.1M $126.51
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VYM price (monthly, adj. close)

Other funds also holding VYM

As of 2025 Q4 — sorted by position size

Martel Wealth Advisors Inc 17.79% MARINO, STRAM & ASSOCIATES LLC 3Y 7Y 14.26% Ariston Services Group 13.29% truNorth Financial Services, Inc. 13.28% ACT WEALTH MANAGEMENT, LLC 3Y 12.71% Piedmont Capital Management, LLC 3Y 12.03% Operose Advisors LLC 3Y 11.39% Mittelman Wealth Management 11.26% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 11.16% Forum Private Client Group LLC 3Y 10.85%
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