Capital Management Associates Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capital Management Associates Inc’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	$288K	Hold	1,825	–	–	0.06%	133
2026 Q1	$270K	Hold	1,825	–	–	0.06%	130
2025 Q4	$262K	Hold	1,825	–	–	0.06%	137
2025 Q3	$257K	Buy	+1,825	New	+$251K	0.07%	119
2024 Q2	–	Sell	-1,825	Closed	-$221K	–	87
2024 Q1	$221K	Hold	1,825	–	–	0.16%	66
2023 Q4	$204K	Buy	+1,825	New	+$192K	0.12%	80

Other funds holding VYM

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Capital Management Associates Inc's VYM Position: Q2 2026 in Review

Capital Management Associates Inc held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,825 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #133.

Capital Management Associates Inc first reported a position in VYM in Q4 2023 and has held it in 6 quarters since. 1,690 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Capital Management Associates Inc held 1,825 shares of Vanguard High Dividend Yield ETF worth $288K as of Q2 2026.
Capital Management Associates Inc left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.06% of Capital Management Associates Inc's portfolio in Q2 2026, its #133 holding.
Capital Management Associates Inc first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 6 quarters since.
1,690 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.