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

Claris Financial’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
2026
Q1 		$1.75M Buy
11,826
+990
+9% +$149K 0.96% 19
2025
Q4 		$1.56M Buy
10,836
+727
+7% +$103K 0.83% 24
2025
Q3 		$1.42M Buy
10,109
+10
+0.1% +$1.37K 0.81% 21
2025
Q2 		$1.35M Buy
10,099
+23
+0.2% +$2.91K 1.01% 22
2025
Q1 		$1.29M Hold
10,076
– – 0.84% 24
2024
Q4 		$1.29M Buy
+10,076
New +$1.31M 0.84% 24

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claris Financial's VYM Position: Q1 2026 in Review

Claris Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 9.1% in Q1 2026, buying an estimated $149K and bringing the position to 11,826 shares worth $1.75M. The position accounts for 0.96% of the portfolio, ranked #19.

Claris Financial first reported a position in VYM in Q4 2024 and has held it in 6 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Claris Financial held 11,826 shares of Vanguard High Dividend Yield ETF worth $1.75M as of Q1 2026.
  • Claris Financial bought 990 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $149K.
  • Vanguard High Dividend Yield ETF made up 0.96% of Claris Financial's portfolio in Q1 2026, its #19 holding.
  • Claris Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.