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Cape Ann Savings Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cape Ann Savings Bank’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278K Sell
1,757
-555
-24% -$86.7K 0.13% 99
2026
Q1 		$342K Buy
+2,312
New +$348K 0.17% 83

Other funds holding VYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Cape Ann Savings Bank's VYM Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its Vanguard High Dividend Yield ETF (VYM) stake by 24% in Q2 2026, selling an estimated $86.7K and leaving 1,757 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #99.

Cape Ann Savings Bank first reported a position in VYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $342K in Q1 2026. 1,371 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cape Ann Savings Bank held 1,757 shares of Vanguard High Dividend Yield ETF worth $278K as of Q2 2026.
  • Cape Ann Savings Bank sold 555 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $86.7K.
  • Vanguard High Dividend Yield ETF made up 0.13% of Cape Ann Savings Bank's portfolio in Q2 2026, its #99 holding.
  • Cape Ann Savings Bank first reported a position in Vanguard High Dividend Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • Cape Ann Savings Bank's Vanguard High Dividend Yield ETF position peaked at $342K in Q1 2026.
  • 1,371 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.