Sanibel Captiva Trust Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sanibel Captiva Trust Company’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	$126M	Buy	798,906 +9,230	+1%	+$1.44M	3.14%	4
2026 Q1	$117M	Sell	789,676 -533	-0.1%	-$80.1K	3.27%	4
2025 Q4	$113M	Sell	790,209 -18,475	-2%	-$2.63M	3.13%	4
2025 Q3	$114M	Sell	808,684 -1,484	-0.2%	-$204K	3.25%	4
2025 Q2	$108M	Sell	810,168 -6,888	-0.8%	-$873K	3.32%	4
2025 Q1	$105M	Buy	817,056 +20,170	+3%	+$2.64M	3.42%	3
2024 Q4	$102M	Buy	796,886 +9,241	+1%	+$1.2M	3.25%	4
2024 Q3	$101M	Sell	787,645 -4,740	-0.6%	-$585K	3.23%	4
2024 Q2	$94M	Buy	792,385 +25,503	+3%	+$3.02M	3.21%	4
2024 Q1	$92.8M	Sell	766,882 -105,600	-12%	-$12.1M	3.16%	5
2023 Q4	$97.4M	Buy	+872,482	New	+$91.7M	3.59%	3

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sanibel Captiva Trust Company's VYM Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q2 2026, buying an estimated $1.44M and bringing the position to 798,906 shares worth $126M. The position accounts for 3.14% of the portfolio, ranked #4.

Sanibel Captiva Trust Company first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 900 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Sanibel Captiva Trust Company held 798,906 shares of Vanguard High Dividend Yield ETF worth $126M as of Q2 2026.
Sanibel Captiva Trust Company bought 9,230 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.44M.
Vanguard High Dividend Yield ETF made up 3.14% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #4 holding.
Sanibel Captiva Trust Company first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
900 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.