CMI
VYM icon

Clare Market Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clare Market Investments’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,963
Closed -$511K – 164
2025
Q1 		$511K Buy
+3,963
New +$519K 0.13% 87

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clare Market Investments's VYM Position: Q2 2025 in Review

Clare Market Investments sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 3,963 shares — an estimated $511K sold.

Clare Market Investments first reported a position in VYM in Q1 2025 and held it in 1 quarter. The position peaked at $511K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

  • Clare Market Investments reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Clare Market Investments sold 3,963 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $511K.
  • Clare Market Investments first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and held it in 1 quarter.
  • Clare Market Investments's Vanguard High Dividend Yield ETF position peaked at $511K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Clare Market Investments's 13F filing for Q2 2025, filed 10 Jul 2025.