Rooted Wealth Advisors Inc. Trims Stock Position in Vanguard High Dividend Yield ETF $VYM

Rooted Wealth Advisors Inc. lowered its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 9.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 46,867 shares of the company’s stock after selling 5,154 shares during the quarter. Vanguard High Dividend Yield ETF makes up approximately 2.0% of Rooted Wealth Advisors Inc.’s holdings, making the stock its 12th biggest position. Rooted Wealth Advisors Inc.’s holdings in Vanguard High Dividend Yield ETF were worth $7,161,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in VYM. Brighton Jones LLC increased its position in shares of Vanguard High Dividend Yield ETF by 23.3% during the 4th quarter. Brighton Jones LLC now owns 16,836 shares of the company’s stock valued at $2,148,000 after purchasing an additional 3,177 shares during the last quarter. AQR Capital Management LLC increased its holdings in Vanguard High Dividend Yield ETF by 314.5% in the 1st quarter. AQR Capital Management LLC now owns 28,618 shares of the company’s stock worth $3,690,000 after acquiring an additional 21,713 shares in the last quarter. Russell Investments Group Ltd. increased its holdings in Vanguard High Dividend Yield ETF by 245.7% in the 2nd quarter. Russell Investments Group Ltd. now owns 3,519 shares of the company’s stock worth $469,000 after acquiring an additional 2,501 shares in the last quarter. First Trust Advisors LP increased its holdings in Vanguard High Dividend Yield ETF by 42.7% in the 2nd quarter. First Trust Advisors LP now owns 18,568 shares of the company’s stock worth $2,475,000 after acquiring an additional 5,556 shares in the last quarter. Finally, Gamco Investors INC. ET AL purchased a new stake in Vanguard High Dividend Yield ETF in the 2nd quarter worth approximately $1,066,000.

Vanguard High Dividend Yield ETF Stock Performance

Vanguard High Dividend Yield ETF stock opened at $158.70 on Monday. The firm has a 50 day moving average of $152.34 and a 200 day moving average of $149.19. The firm has a market capitalization of $77.84 billion, a price-to-earnings ratio of 17.79 and a beta of 0.73. Vanguard High Dividend Yield ETF has a 12-month low of $126.00 and a 12-month high of $158.96.

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.