Cascade Financial Partners LLC Trims Stock Position in Vanguard High Dividend Yield ETF $VYM

Cascade Financial Partners LLC reduced its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 15.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 49,475 shares of the company’s stock after selling 8,751 shares during the quarter. Vanguard High Dividend Yield ETF makes up about 0.7% of Cascade Financial Partners LLC’s holdings, making the stock its 26th biggest holding. Cascade Financial Partners LLC’s holdings in Vanguard High Dividend Yield ETF were worth $7,101,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Dorato Capital Management purchased a new position in Vanguard High Dividend Yield ETF during the 4th quarter valued at $30,000. Stonehage Fleming Financial Services Holdings Ltd purchased a new position in Vanguard High Dividend Yield ETF during the 3rd quarter valued at $31,000. LRI Investments LLC increased its position in Vanguard High Dividend Yield ETF by 400.0% during the 4th quarter. LRI Investments LLC now owns 250 shares of the company’s stock valued at $36,000 after purchasing an additional 200 shares during the period. Grey Fox Wealth Advisors LLC purchased a new position in Vanguard High Dividend Yield ETF during the 3rd quarter valued at $39,000. Finally, Chilton Capital Management LLC increased its position in Vanguard High Dividend Yield ETF by 72.3% during the 3rd quarter. Chilton Capital Management LLC now owns 305 shares of the company’s stock valued at $43,000 after purchasing an additional 128 shares during the period.

Vanguard High Dividend Yield ETF Stock Performance

Shares of Vanguard High Dividend Yield ETF stock opened at $155.76 on Monday. The company’s fifty day simple moving average is $151.74 and its two-hundred day simple moving average is $148.63. The company has a market cap of $76.39 billion, a P/E 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 $157.63.

Vanguard High Dividend Yield ETF Company 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.