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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

Tip: Access up to 7 years of quarterly data

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
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

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
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
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
UBS Group
Raymond James & Associates
Vanguard Group
Royal Bank of Canada
Jpmorgan Chase & Co
Goldman Sachs Group
Commonwealth Equity Services
Mercer Global Advisors
Janney Montgomery Scott
Stifel Financial

View all funds holding Vanguard High Dividend Yield ETF