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

Capital Advisors Ltd’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 		$1.21M Buy
7,669
+498
+7% +$77.8K 0.12% 115
2026
Q1 		$1.06M Buy
7,171
+518
+8% +$77.9K 0.12% 116
2025
Q4 		$955K Buy
6,653
+545
+9% +$77.5K 0.11% 119
2025
Q3 		$861K Buy
6,108
+439
+8% +$60.3K 0.1% 120
2025
Q2 		$756K Buy
5,669
+43
+0.8% +$5.45K 0.09% 123
2025
Q1 		$726K Buy
5,626
+523
+10% +$68.5K 0.1% 127
2024
Q4 		$651K Buy
5,103
+205
+4% +$26.7K 0.08% 136
2024
Q3 		$628K Buy
4,898
+394
+9% +$48.6K 0.08% 137
2024
Q2 		$534K Hold
4,504
– – 0.07% 147
2024
Q1 		$545K Hold
4,504
– – 0.07% 147
2023
Q4 		$503K Hold
4,504
– – 0.07% 153
2023
Q3 		$465K Hold
4,504
– – 0.07% 153
2023
Q2 		$478K Buy
4,504
+239
+6% +$25.1K 0.07% 154
2023
Q1 		$450K Hold
4,265
– – 0.07% 147
2022
Q4 		$462K Hold
4,265
– – 0.08% 143
2022
Q3 		$405K Hold
4,265
– – 0.08% 148
2022
Q2 		$434K Buy
4,265
+170
+4% +$18.4K 0.08% 144
2022
Q1 		$460K Buy
4,095
+225
+6% +$25.1K 0.08% 144
2021
Q4 		$434K Hold
3,870
– – 0.07% 147
2021
Q3 		$400K Hold
3,870
– – 0.07% 134
2021
Q2 		$406K Buy
3,870
+155
+4% +$16.3K 0.07% 129
2021
Q1 		$376K Buy
3,715
+382
+11% +$36.8K 0.07% 122
2020
Q4 		$305K Hold
3,333
– – 0.07% 141
2020
Q3 		$270K Hold
3,333
– – 0.07% 136
2020
Q2 		$263K Hold
3,333
– – 0.07% 129
2020
Q1 		$236K Hold
3,333
– – 0.07% 130
2019
Q4 		$312K Buy
3,333
+464
+16% +$42.1K 0.08% 114
2019
Q3 		$255K Hold
2,869
– – 0.07% 121
2019
Q2 		$251K Sell
2,869
-943
-25% -$81.5K 0.07% 127
2019
Q1 		$327K Buy
3,812
+1,315
+53% +$110K 0.09% 115
2018
Q4 		$195K Buy
2,497
+695
+39% +$58K 0.06% 149
2018
Q3 		$157K Hold
1,802
– – 0.04% 169
2018
Q2 		$150K Buy
1,802
+137
+8% +$11.5K 0.05% 145
2018
Q1 		$137K Hold
1,665
– – 0.04% 153
2017
Q4 		$143K Hold
1,665
– – 0.05% 146
2017
Q3 		$135K Hold
1,665
– – 0.05% 147
2017
Q2 		$130K Hold
1,665
– – 0.05% 148
2017
Q1 		$129K Buy
1,665
+779
+88% +$60.1K 0.05% 144
2016
Q4 		$67K Hold
886
– – 0.03% 169
2016
Q3 		$64K Hold
886
– – 0.03% 170
2016
Q2 		$63K Sell
886
-493
-36% -$34.5K 0.03% 167
2016
Q1 		$95K Buy
1,379
+493
+56% +$32.3K 0.05% 148
2015
Q4 		$59K Buy
886
+677
+324% +$45.4K 0.03% 166
2015
Q3 		$13K Hold
209
– – 0.01% 245
2015
Q2 		$14K Hold
209
– – 0.01% 268
2015
Q1 		$14K Buy
+209
New +$14.4K 0.01% 252

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Advisors Ltd's VYM Position: Q2 2026 in Review

Capital Advisors Ltd increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.9% in Q2 2026, buying an estimated $77.8K and bringing the position to 7,669 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #115.

Capital Advisors Ltd first reported a position in VYM in Q1 2015 and has held it in 46 quarters since. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Capital Advisors Ltd held 7,669 shares of Vanguard High Dividend Yield ETF worth $1.21M as of Q2 2026.
  • Capital Advisors Ltd bought 498 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $77.8K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Capital Advisors Ltd's portfolio in Q2 2026, its #115 holding.
  • Capital Advisors Ltd first reported a position in Vanguard High Dividend Yield ETF in Q1 2015 and has held it in 46 quarters since.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.