CAWM
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Capital Advisors Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capital Advisors Wealth Management’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 		$15.9M Buy
100,515
+111
+0.1% +$17.3K 1.87% 15
2026
Q1 		$14.9M Buy
100,404
+1,901
+2% +$286K 2% 11
2025
Q4 		$14.1M Buy
98,503
+3,899
+4% +$555K 1.93% 13
2025
Q3 		$13.3M Buy
94,604
+2,526
+3% +$347K 1.9% 14
2025
Q2 		$12.3M Buy
92,078
+5,846
+7% +$741K 1.93% 13
2025
Q1 		$11.1M Sell
86,232
-22,969
-21% -$3.01M 1.96% 13
2024
Q4 		$13.9M Buy
109,201
+1,819
+2% +$237K 2.48% 13
2024
Q3 		$13.8M Buy
107,382
+328
+0.3% +$40.5K 2.54% 11
2024
Q2 		$12.7M Sell
107,054
-426
-0.4% -$50.5K 2.51% 12
2024
Q1 		$13M Sell
107,480
-25,214
-19% -$2.89M 2.7% 13
2023
Q4 		$14.8M Sell
132,694
-645
-0.5% -$67.8K 3.38% 9
2023
Q3 		$13.8M Sell
133,339
-1,596
-1% -$171K 3.6% 8
2023
Q2 		$14.3M Sell
134,935
-4,894
-3% -$513K 3.66% 9
2023
Q1 		$14.8M Buy
139,829
+3,365
+2% +$362K 4.08% 7
2022
Q4 		$14.8M Buy
136,464
+5,367
+4% +$571K 4.48% 7
2022
Q3 		$12.4M Sell
131,097
-534
-0.4% -$55.5K 4.13% 8
2022
Q2 		$13.4M Buy
131,631
+4,348
+3% +$471K 4.35% 7
2022
Q1 		$14.3M Buy
127,283
+13,686
+12% +$1.53M 4.37% 6
2021
Q4 		$12.7M Buy
113,597
+18,814
+20% +$2.05M 3.87% 7
2021
Q3 		$9.8M Buy
94,783
+11,413
+14% +$1.21M 3.47% 9
2021
Q2 		$8.73M Buy
83,370
+40,482
+94% +$4.25M 3.24% 10
2021
Q1 		$4.34M Buy
+42,888
New +$4.14M 1.87% 17

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

Capital Advisors Wealth Management's VYM Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.11% in Q2 2026, buying an estimated $17.3K and bringing the position to 100,515 shares worth $15.9M. The position accounts for 1.87% of the portfolio, ranked #15.

Capital Advisors Wealth Management first reported a position in VYM in Q1 2021 and has held it in 22 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Capital Advisors Wealth Management held 100,515 shares of Vanguard High Dividend Yield ETF worth $15.9M as of Q2 2026.
  • Capital Advisors Wealth Management bought 111 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $17.3K.
  • Vanguard High Dividend Yield ETF made up 1.87% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.