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

Capital Investment Advisors’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
Q1 		$2.86M Buy
19,290
+782
+4% +$118K 0.04% 188
2025
Q4 		$2.66M Buy
18,508
+403
+2% +$57.3K 0.04% 197
2025
Q3 		$2.55M Sell
18,105
-76
-0.4% -$10.4K 0.04% 198
2025
Q2 		$2.42M Buy
18,181
+1,687
+10% +$214K 0.04% 204
2025
Q1 		$2.13M Buy
16,494
+7,700
+88% +$1.01M 0.04% 208
2024
Q4 		$1.12M Buy
8,794
+6,258
+247% +$816K 0.02% 295
2024
Q3 		$325K Sell
2,536
-424
-14% -$52.3K 0.01% 486
2024
Q2 		$351K Buy
2,960
+209
+8% +$24.8K 0.01% 468
2024
Q1 		$333K Sell
2,751
-989
-26% -$113K 0.01% 462
2023
Q4 		$418K Buy
3,740
+958
+34% +$101K 0.01% 415
2023
Q3 		$287K Sell
2,782
-463
-14% -$49.7K 0.01% 460
2023
Q2 		$344K Sell
3,245
-4,999
-61% -$524K 0.01% 402
2023
Q1 		$870K Buy
8,244
+4,907
+147% +$528K 0.03% 269
2022
Q4 		$361K Buy
3,337
+788
+31% +$83.8K 0.01% 411
2022
Q3 		$242K Sell
2,549
-188
-7% -$19.6K 0.01% 467
2022
Q2 		$278K Buy
2,737
+286
+12% +$31K 0.01% 453
2022
Q1 		$275K Buy
2,451
+535
+28% +$59.7K 0.01% 477
2021
Q4 		$215K Buy
+1,916
New +$208K 0.01% 544
2019
Q1 		– Sell
-3,042
Closed -$237K – 505
2018
Q4 		$237K Buy
+3,042
New +$254K 0.02% 410

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Investment Advisors's VYM Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q1 2026, buying an estimated $118K and bringing the position to 19,290 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #188.

Capital Investment Advisors first reported a position in VYM in Q4 2018 and has held it in 19 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Capital Investment Advisors held 19,290 shares of Vanguard High Dividend Yield ETF worth $2.86M as of Q1 2026.
  • Capital Investment Advisors bought 782 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $118K.
  • Vanguard High Dividend Yield ETF made up 0.04% of Capital Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • Capital Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 19 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.