Claris Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Claris Advisors’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	-4,900	Closed	-$632K	–	87
2025 Q1	$632K	Hold	4,900	–	–	0.24%	39
2024 Q4	$625K	Buy	+4,900	New	+$639K	0.24%	37
2023 Q1	–	Sell	-5,006	Closed	-$542K	–	52
2022 Q4	$542K	Hold	5,006	–	–	0.51%	19
2022 Q3	$475K	Hold	5,006	–	–	0.55%	13
2022 Q2	$509K	Hold	5,006	–	–	0.55%	13
2022 Q1	$562K	Buy	5,006 +106	+2%	+$11.8K	0.6%	12
2021 Q4	$549K	Buy	+4,900	New	+$533K	0.58%	12

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Claris Advisors's VYM Position: Q2 2025 in Review

Claris Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 4,900 shares — an estimated $632K sold.

Claris Advisors first reported a position in VYM in Q4 2021 and held it in 7 quarters. The position peaked at $632K in Q1 2025. 1,805 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Claris Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
Claris Advisors sold 4,900 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $632K.
Claris Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and held it in 7 quarters.
Claris Advisors's Vanguard High Dividend Yield ETF position peaked at $632K in Q1 2025.
1,805 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.