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Cape Investment Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cape Investment Advisory’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 		$297K Sell
1,881
-79
-4% -$12.3K 0.08% 182
2026
Q1 		$290K Buy
1,960
+79
+4% +$11.9K 0.1% 179
2025
Q4 		$270K Buy
1,881
+93
+5% +$13.2K 0.08% 182
2025
Q3 		$252K Sell
1,788
-63
-3% -$8.66K 0.25% 95
2025
Q2 		$247K Hold
1,851
– – 0.09% 168
2025
Q1 		$239K Sell
1,851
-23
-1% -$3.01K 0.1% 159
2024
Q4 		$239K Sell
1,874
-39
-2% -$5.08K 0.09% 156
2024
Q3 		$245K Sell
1,913
-206
-10% -$25.4K 0.1% 147
2024
Q2 		$251K Buy
2,119
+1,739
+458% +$206K 0.11% 129
2024
Q1 		$45.9K Sell
380
-25
-6% -$2.86K 0.02% 319
2023
Q4 		$45.2K Sell
405
-360
-47% -$37.8K 0.02% 366
2023
Q3 		$79.1K Buy
765
+1
+0.1% +$107 0.04% 231
2023
Q2 		$81.1K Buy
764
+168
+28% +$17.6K 0.05% 220
2023
Q1 		$62.9K Buy
+596
New +$64.1K 0.04% 238

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cape Investment Advisory's VYM Position: Q2 2026 in Review

Cape Investment Advisory reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4% in Q2 2026, selling an estimated $12.3K and leaving 1,881 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #182.

Cape Investment Advisory first reported a position in VYM in Q1 2023 and has held it in 14 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Cape Investment Advisory held 1,881 shares of Vanguard High Dividend Yield ETF worth $297K as of Q2 2026.
  • Cape Investment Advisory sold 79 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $12.3K.
  • Vanguard High Dividend Yield ETF made up 0.08% of Cape Investment Advisory's portfolio in Q2 2026, its #182 holding.
  • Cape Investment Advisory first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.