KCG
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Kinsale Capital Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Kinsale Capital 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
2024
Q2 		– Sell
-90,560
Closed -$11M – 36
2024
Q1 		$11M Sell
90,560
-90,000
-50% -$10.3M 4.33% 3
2023
Q4 		$20.2M Sell
180,560
-180,000
-50% -$18.9M 10% 2
2023
Q3 		$37.3M Hold
360,560
– – 21.14% 2
2023
Q2 		$38.2M Sell
360,560
-25,858
-7% -$2.71M 23.14% 2
2023
Q1 		$40.8M Hold
386,418
– – 29.74% 2
2022
Q4 		$41.8M Buy
386,418
+3,465
+0.9% +$369K 36.58% 2
2022
Q3 		$36.3M Buy
382,953
+2,907
+0.8% +$302K 38.29% 2
2022
Q2 		$38.7M Buy
380,046
+3,147
+0.8% +$341K 38.57% 2
2022
Q1 		$42.3M Buy
376,899
+2,219
+0.6% +$247K 35.47% 2
2021
Q4 		$42M Buy
+374,680
New +$40.8M 34.04% 2

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return