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Kapstone Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kapstone Financial Advisors’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 		$4.61M Sell
29,163
-326
-1% -$51K 1.93% 9
2026
Q1 		$4.37M Buy
29,489
+94
+0.3% +$14.1K 2.14% 8
2025
Q4 		$4.22M Sell
29,395
-1,026
-3% -$146K 2.1% 11
2025
Q3 		$4.29M Sell
30,421
-987
-3% -$136K 2.02% 10
2025
Q2 		$4.19M Sell
31,408
-253
-0.8% -$32.1K 2.09% 10
2025
Q1 		$4.08M Sell
31,661
-151
-0.5% -$19.8K 2.31% 7
2024
Q4 		$4.2M Hold
31,812
– – 2.24% 8
2024
Q3 		$4.06M Sell
31,812
-457
-1% -$56.4K 2.46% 8
2024
Q2 		$3.83M Sell
32,269
-551
-2% -$65.3K 2.51% 8
2024
Q1 		$3.97M Buy
32,820
+739
+2% +$84.7K 2.7% 7
2023
Q4 		$3.63M Buy
32,081
+634
+2% +$66.6K 2.84% 7
2023
Q3 		$3.25M Hold
31,447
– – 2.93% 5
2023
Q2 		$3.46M Sell
31,447
-791
-2% -$83K 2.87% 5
2023
Q1 		$3.45M Buy
32,238
+10
+0% +$1.08K 3.11% 5
2022
Q4 		$3.57M Buy
+32,228
New +$3.43M 3.25% 5

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

Kapstone Financial Advisors's VYM Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q2 2026, selling an estimated $51K and leaving 29,163 shares worth $4.61M. The position accounts for 1.93% of the portfolio, ranked #9.

Kapstone Financial Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Kapstone Financial Advisors held 29,163 shares of Vanguard High Dividend Yield ETF worth $4.61M as of Q2 2026.
  • Kapstone Financial Advisors sold 326 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $51K.
  • Vanguard High Dividend Yield ETF made up 1.93% of Kapstone Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Kapstone Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.