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Vanguard High Dividend Yield ETF shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 32k 127.76
2024-06-30 $3.8M 32k 118.60
2024-03-31 $4.0M 33k 120.99
2023-09-30 $3.2M 31k 103.32
2023-06-30 $3.5M 31k 110.05
2023-03-31 $3.5M 32k 107.10
2022-12-31 $3.6M 32k 110.83

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

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