Capital Advantage’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capital Advantage’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	$2.82M	Buy	17,815 +1,838	+12%	+$287K	0.34%	44
2026 Q1	$2.37M	Sell	15,977 -251	-2%	-$37.7K	0.31%	47
2025 Q4	$2.33M	Sell	16,228 -127	-0.8%	-$18.1K	0.31%	46
2025 Q3	$2.31M	Sell	16,355 -284	-2%	-$39K	0.35%	44
2025 Q2	$2.22M	Sell	16,639 -269	-2%	-$34.1K	0.35%	42
2025 Q1	$2.16M	Hold	16,908	–	–	0.39%	40
2024 Q4	$2.16M	Sell	16,908 -36	-0.2%	-$4.69K	0.39%	40
2024 Q3	$2.17M	Sell	16,944 -951	-5%	-$117K	0.42%	33
2024 Q2	$2.13M	Buy	17,895 +2,685	+18%	+$318K	0.44%	33
2024 Q1	$1.82M	Buy	+15,210	New	+$1.74M	0.37%	33
2023 Q4	–	Sell	-10,192	Closed	-$1.05M	–	42
2023 Q3	$1.05M	Buy	10,192 +98	+1%	+$10.5K	0.23%	31
2023 Q2	$1.07M	Sell	10,094 -178	-2%	-$18.7K	0.22%	32
2023 Q1	$1.08M	Buy	+10,272	New	+$1.1M	0.23%	32
2021 Q2	–	Sell	-9,897	Closed	-$1M	–	112
2021 Q1	$1M	Buy	9,897 +324	+3%	+$31.3K	0.27%	38
2020 Q4	$873K	Buy	+9,573	New	+$832K	0.26%	36

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Advantage's VYM Position: Q2 2026 in Review

Capital Advantage increased its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q2 2026, buying an estimated $287K and bringing the position to 17,815 shares worth $2.82M. The position accounts for 0.34% of the portfolio, ranked #44.

Capital Advantage first reported a position in VYM in Q4 2020 and has held it in 15 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Capital Advantage held 17,815 shares of Vanguard High Dividend Yield ETF worth $2.82M as of Q2 2026.
Capital Advantage bought 1,838 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $287K.
Vanguard High Dividend Yield ETF made up 0.34% of Capital Advantage's portfolio in Q2 2026, its #44 holding.
Capital Advantage first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 15 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.