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Vanguard High Dividend Yield ETF shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard High Dividend Yield ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard High Dividend Yield ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $251k 2.1k 118.62
2024-03-31 $46k 380 120.87
2023-12-31 $45k 405 111.49
2023-09-30 $79k 765 103.39
2023-06-30 $81k 764 106.11
2023-03-31 $63k 596 105.46

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View all positions for Cape Investment Advisory

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
Vanguard Group
Raymond James & Associates
Royal Bank of Canada
Mercer Global Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services
Wellspring Financial Advisors

View all funds holding Vanguard High Dividend Yield ETF