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

Capital Performance 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 Q2	$477K	Buy	3,016 +932	+45%	+$146K	0.03%	174
2026 Q1	$309K	Buy	2,084 +520	+33%	+$78.2K	0.02%	323
2025 Q4	$224K	Buy	+1,564	New	+$222K	0.02%	390
2024 Q4	–	Sell	-21	Closed	-$2.73K	–	2657
2024 Q3	$2.73K	Buy	+21	New	+$2.59K	﹤0.01%	1404

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 Performance Advisors's VYM Position: Q2 2026 in Review

Capital Performance Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 45% in Q2 2026, buying an estimated $146K and bringing the position to 3,016 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #174.

Capital Performance Advisors first reported a position in VYM in Q3 2024 and has held it in 4 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Capital Performance Advisors held 3,016 shares of Vanguard High Dividend Yield ETF worth $477K as of Q2 2026.
Capital Performance Advisors bought 932 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $146K.
Vanguard High Dividend Yield ETF made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #174 holding.
Capital Performance Advisors first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 4 quarters since.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.