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

Capital Square’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 Q3	$610K	Buy	3,929 +69	+2%	+$11.2K	0.27%	92
2026 Q2	$622K	Buy	3,860 +67	+2%	+$10.5K	0.27%	95
2026 Q1	$588K	Buy	+3,793	New	+$570K	0.27%	94
2025 Q3	–	Sell	-1,560	Closed	-$211K	–	220
2025 Q2	$211K	Buy	1,560 +2	+0.1%	+$253	0.11%	176
2025 Q1	$201K	Buy	1,558 +2	+0.1%	+$262	0.12%	170
2024 Q4	$207K	Buy	+1,556	New	+$203K	0.12%	165

Other funds holding VYM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Capital Square's VYM Position: Q3 2026 in Review

Capital Square increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.8% in Q3 2026, buying an estimated $11.2K and bringing the position to 3,929 shares worth $610K. The position accounts for 0.27% of the portfolio, ranked #92.

Capital Square first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $622K in Q2 2026. 878 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Capital Square held 3,929 shares of Vanguard High Dividend Yield ETF worth $610K as of Q3 2026.
Capital Square bought 69 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $11.2K.
Vanguard High Dividend Yield ETF made up 0.27% of Capital Square's portfolio in Q3 2026, its #92 holding.
Capital Square first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
Capital Square's Vanguard High Dividend Yield ETF position peaked at $622K in Q2 2026.
878 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.