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Mountain Capital Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mountain Capital Investment 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 		$278K Buy
+1,762
New +$275K 0.04% 68

Other funds holding VYM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Mountain Capital Investment Advisors's VYM Position: Q2 2026 in Review

Mountain Capital Investment Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,762 shares worth $278K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings.

900 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,762 shares of Vanguard High Dividend Yield ETF worth $278K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Mountain Capital Investment Advisors position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.04% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • 900 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.