Holos Integrated Wealth LLC
Position in VGHY — Vanguard High-Yield Active ETF
CIK 2080096
KENNETT SQUARE, PA
Position in VGHY
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$6,738,420
+$930,542 QoQ
Shares Held
90,558
+17.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VGHY Over Time
Shares Held
Position Value (USD)
All Filings in VGHY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,738,420 | 90,558 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,807,878 | 77,048 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||