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

Kavar Capital Partners Group’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	$395K	Buy	2,500 +500	+25%	+$78.1K	0.05%	143
2026 Q1	$296K	Buy	+2,000	New	+$301K	0.04%	171
2019 Q3	–	Sell	-1,294	Closed	-$113K	–	454
2019 Q2	$113K	Buy	+1,294	New	+$112K	0.04%	158
2018 Q3	–	Sell	-1,165	Closed	-$97K	–	381
2018 Q2	$97K	Hold	1,165	–	–	0.05%	146
2018 Q1	$96K	Buy	+1,165	New	+$100K	0.05%	149
2015 Q4	–	Sell	-550	Closed	-$34K	–	528
2015 Q3	$34K	Hold	550	–	–	0.02%	192
2015 Q2	$37K	Buy	+550	New	+$38.2K	0.03%	202
2014 Q2	–	Sell	-550	Closed	-$34K	–	444
2014 Q1	$34K	Hold	550	–	–	0.03%	222
2013 Q4	$34K	Buy	+550	New	+$33.2K	0.03%	214

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 22.96% 1-Year Est. Return

Kavar Capital Partners Group's VYM Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 25% in Q2 2026, buying an estimated $78.1K and bringing the position to 2,500 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #143.

Kavar Capital Partners Group first reported a position in VYM in Q4 2013 and has held it in 9 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Kavar Capital Partners Group held 2,500 shares of Vanguard High Dividend Yield ETF worth $395K as of Q2 2026.
Kavar Capital Partners Group bought 500 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $78.1K.
Vanguard High Dividend Yield ETF made up 0.05% of Kavar Capital Partners Group's portfolio in Q2 2026, its #143 holding.
Kavar Capital Partners Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2013 and has held it in 9 quarters since.
2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.