CS
VYM icon

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
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

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 Square's VYM Position: Q1 2026 in Review

Capital Square opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q1 2026: 3,793 shares worth $588K. The stake represents 0.27% of the portfolio and ranks #94 among its holdings. This is a return to the name: Capital Square previously reported a position in VYM as recently as Q2 2025.

Capital Square first reported a position in VYM in Q4 2024 and has held it in 4 quarters since. 2,004 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Capital Square held 3,793 shares of Vanguard High Dividend Yield ETF worth $588K as of Q1 2026.
  • Vanguard High Dividend Yield ETF was a new Capital Square position in Q1 2026.
  • Vanguard High Dividend Yield ETF made up 0.27% of Capital Square's portfolio in Q1 2026, its #94 holding.
  • Capital Square first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.