Capstone Wealth Management Group LLC Has $11.20 Million Stock Holdings in Vanguard High Dividend Yield ETF $VYM

Capstone Wealth Management Group LLC lessened its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 6.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 75,650 shares of the company’s stock after selling 5,035 shares during the quarter. Vanguard High Dividend Yield ETF comprises approximately 4.7% of Capstone Wealth Management Group LLC’s portfolio, making the stock its 6th biggest position. Capstone Wealth Management Group LLC’s holdings in Vanguard High Dividend Yield ETF were worth $11,204,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in VYM. Lloyd Advisory Services LLC. acquired a new position in shares of Vanguard High Dividend Yield ETF during the fourth quarter valued at about $25,000. PayPay Securities Corp boosted its stake in Vanguard High Dividend Yield ETF by 75.8% in the 1st quarter. PayPay Securities Corp now owns 174 shares of the company’s stock worth $27,000 after purchasing an additional 75 shares in the last quarter. Dorato Capital Management purchased a new stake in Vanguard High Dividend Yield ETF during the 4th quarter worth approximately $30,000. LRI Investments LLC increased its stake in Vanguard High Dividend Yield ETF by 400.0% during the 4th quarter. LRI Investments LLC now owns 250 shares of the company’s stock valued at $36,000 after purchasing an additional 200 shares in the last quarter. Finally, Resources Management Corp CT ADV acquired a new position in Vanguard High Dividend Yield ETF during the 4th quarter valued at approximately $40,000.

Vanguard High Dividend Yield ETF Price Performance

Shares of VYM opened at $160.64 on Wednesday. The firm has a market capitalization of $79.52 billion, a PE ratio of 17.79 and a beta of 0.73. Vanguard High Dividend Yield ETF has a 1-year low of $132.01 and a 1-year high of $161.46. The company’s fifty day moving average price is $157.98 and its 200-day moving average price is $152.85.

Vanguard High Dividend Yield ETF Company Profile

Vanguard High Dividend Yield ETF (NYSEARCA: VYM) is an exchange-traded fund designed to track the performance of the FTSE High Dividend Yield Index. The fund seeks to provide exposure to U.S. companies that are forecast to pay above-average dividends, offering investors a diversified way to access income-generating equities.

The ETF primarily invests in large-cap U.S. stocks across a range of sectors, with holdings selected for their dividend characteristics rather than active stock-picking.