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Capstone Wealth Management Group (Pennsylvania)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$11.7M Sell
74,000
-1,650
-2% -$258K 4.12% 8
2026
Q1 		$11.2M Sell
75,650
-5,035
-6% -$757K 4.69% 6
2025
Q4 		$11.6M Sell
80,685
-1,904
-2% -$271K 4.85% 6
2025
Q3 		$11.6M Sell
82,589
-554
-0.7% -$76.1K 4.93% 5
2025
Q2 		$11.1M Sell
83,143
-4,343
-5% -$550K 10.64% 2
2025
Q1 		$11.3M Sell
87,486
-260
-0.3% -$34K 6.44% 4
2024
Q4 		$11.2M Sell
87,746
-399
-0.5% -$52K 5.99% 4
2024
Q3 		$11.3M Sell
88,145
-232
-0.3% -$28.6K 6.69% 3
2024
Q2 		$10.5M Buy
88,377
+139
+0.2% +$16.5K 6.85% 3
2024
Q1 		$10.7M Sell
88,238
-4,551
-5% -$521K 7.66% 2
2023
Q4 		$10.4M Sell
92,789
-535
-0.6% -$56.2K 9.8% 2
2023
Q3 		$9.64M Sell
93,324
-1,123
-1% -$120K 9.99% 2
2023
Q2 		$10M Sell
94,447
-1,389
-1% -$146K 10.34% 2
2023
Q1 		$10.1M Sell
95,836
-3,065
-3% -$330K 11.21% 2
2022
Q4 		$10.7M Sell
98,901
-110
-0.1% -$11.7K 11.52% 1
2022
Q3 		$9.39M Buy
99,011
+649
+0.7% +$67.5K 12.02% 1
2022
Q2 		$10M Sell
98,362
-752
-0.8% -$81.5K 12.06% 1
2022
Q1 		$11.1M Sell
99,114
-76
-0.1% -$8.48K 11.12% 1
2021
Q4 		$11.1M Buy
+99,190
New +$10.8M 9.04% 1

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s VYM Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2.2% in Q2 2026, selling an estimated $258K and leaving 74,000 shares worth $11.7M. The position accounts for 4.12% of the portfolio, ranked #8.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 74,000 shares of Vanguard High Dividend Yield ETF worth $11.7M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,650 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $258K.
  • Vanguard High Dividend Yield ETF made up 4.12% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #8 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.