VYM VANGUARD HIGH DIVIDEND YIELD ETF

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in VANGUARD HIGH DIVIDEND YIELD ETF (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
3.28% (2022 Q4)
Avg. % of fund
2.32%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 45,538 -149 -0.3% 2.37% $6.5M $142.68
2025 Q3 ADDED 45,687 +370 +0.8% 2.46% $6.4M $139.20
2025 Q2 ADDED 45,317 +1,381 +3.1% 2.50% $6.0M $130.87
2025 Q1 ADDED 43,936 +2,332 +5.6% 2.62% $5.7M $125.77
2024 Q4 ADDED 41,604 +2,851 +7.4% 2.54% $5.3M $123.62
2024 Q3 ADDED 38,753 +1,463 +3.9% 2.45% $5.0M $123.26
2024 Q2 ADDED 37,290 +2,719 +7.9% 2.44% $4.4M $113.27
2024 Q1 ADDED 34,571 +211 +0.6% 2.46% $4.2M $114.57
2023 Q4 REDUCED 34,360 -1,195 -3.4% 2.69% $3.8M $105.12
2023 Q3 REDUCED 35,555 -5 -0.0% 2.90% $3.7M $96.33
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VYM price (monthly, adj. close)
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