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

Fidelis Capital Partners’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	$2.23M	Buy	14,080 +19	+0.1%	+$2.97K	0.13%	131
2026 Q1	$2.08M	Buy	14,061 +8,239	+142%	+$1.24M	0.15%	120
2025 Q4	$836K	Buy	+5,822	New	+$828K	0.06%	231

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 22.9% 1-Year Est. Return

Fidelis Capital Partners's VYM Position: Q2 2026 in Review

Fidelis Capital Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.14% in Q2 2026, buying an estimated $2.97K and bringing the position to 14,080 shares worth $2.23M. The position accounts for 0.13% of the portfolio, ranked #131.

Fidelis Capital Partners first reported a position in VYM in Q4 2025 and has held it in 3 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Fidelis Capital Partners held 14,080 shares of Vanguard High Dividend Yield ETF worth $2.23M as of Q2 2026.
Fidelis Capital Partners bought 19 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $2.97K.
Vanguard High Dividend Yield ETF made up 0.13% of Fidelis Capital Partners's portfolio in Q2 2026, its #131 holding.
Fidelis Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2025 and has held it in 3 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.