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Vanguard High Dividend Yield ETF shares owned by Capital Advantage

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

Historical chart of Capital Advantage investment in Vanguard High Dividend Yield ETF

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025Jul 20251M1.5M2M10k12k14k16k18k
Value ($)Share countHistorical VYM position of Capital Advantage Source: stockzoa.comValue ($)Share count

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All positions including Vanguard High Dividend Yield ETF held by Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.2M 17k 127.59
2024-12-31 $2.2M 17k 127.59
2024-09-30 $2.2M 17k 128.20
2024-06-30 $2.1M 18k 118.80
2024-03-31 $1.8M 15k 119.86
2023-09-30 $1.1M 10k 103.32
2023-06-30 $1.1M 10k 105.54
2023-03-31 $1.1M 10k 105.33
2021-03-31 $1.0M 9.9k 101.14
2020-12-31 $873k 9.6k 91.19

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

Top funds holding Vanguard High Dividend Yield ETF

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

View all funds holding Vanguard High Dividend Yield ETF