CSF
VYM icon

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

Capital Squared Financial’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 		$2.31M Buy
14,641
+2,510
+21% +$392K 1.51% 21
2026
Q1 		$1.8M Buy
12,131
+1,557
+15% +$234K 1.37% 24
2025
Q4 		$1.52M Buy
10,574
+457
+5% +$65K 1.18% 26
2025
Q3 		$1.43M Buy
10,117
+5,415
+115% +$744K 1.24% 27
2025
Q2 		$627K Buy
+4,702
New +$596K 0.73% 36

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Capital Squared Financial's VYM Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q2 2026, buying an estimated $392K and bringing the position to 14,641 shares worth $2.31M. The position accounts for 1.51% of the portfolio, ranked #21.

Capital Squared Financial first reported a position in VYM in Q2 2025 and has held it in 5 quarters since. 671 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Capital Squared Financial held 14,641 shares of Vanguard High Dividend Yield ETF worth $2.31M as of Q2 2026.
  • Capital Squared Financial bought 2,510 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $392K.
  • Vanguard High Dividend Yield ETF made up 1.51% of Capital Squared Financial's portfolio in Q2 2026, its #21 holding.
  • Capital Squared Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • 671 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.