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

Clarity 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 Q2	$1.88M	Buy	11,907 +46	+0.4%	+$7.19K	0.16%	46
2026 Q1	$1.76M	Sell	11,861 -732	-6%	-$110K	0.19%	43
2025 Q4	$1.81M	Sell	12,593 -10	-0.1%	-$1.42K	0.17%	45
2025 Q3	$1.78M	Sell	12,603 -507	-4%	-$69.7K	0.18%	45
2025 Q2	$1.75M	Buy	13,110 +895	+7%	+$113K	0.19%	48
2025 Q1	$1.58M	Buy	12,215 +2,499	+26%	+$327K	0.18%	47
2024 Q4	$1.24M	Sell	9,716 -674	-6%	-$87.9K	0.15%	50
2024 Q3	$1.33M	Buy	10,390 +739	+8%	+$91.2K	0.15%	60
2024 Q2	$1.14M	Sell	9,651 -98	-1%	-$11.6K	0.17%	52
2024 Q1	$1.18M	Sell	9,749 -596	-6%	-$68.3K	0.18%	51
2023 Q4	$1.15M	Sell	10,345 -59,144	-85%	-$6.21M	0.2%	42
2023 Q3	$7.18M	Buy	69,489 +1,721	+3%	+$185K	1.21%	33
2023 Q2	$7.19M	Buy	+67,768	New	+$7.11M	1.02%	27
2023 Q1	–	Sell	-39,815	Closed	-$4.31M	–	93
2022 Q4	$4.31M	Buy	39,815 +10,403	+35%	+$1.11M	0.83%	25
2022 Q3	$2.79M	Sell	29,412 -9,817	-25%	-$1.02M	0.65%	33
2022 Q2	$3.99M	Buy	+39,229	New	+$4.25M	0.87%	32

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clarity Financial's VYM Position: Q2 2026 in Review

Clarity Financial increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.39% in Q2 2026, buying an estimated $7.19K and bringing the position to 11,907 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #46.

Clarity Financial first reported a position in VYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.19M in Q2 2023. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Clarity Financial held 11,907 shares of Vanguard High Dividend Yield ETF worth $1.88M as of Q2 2026.
Clarity Financial bought 46 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.19K.
Vanguard High Dividend Yield ETF made up 0.16% of Clarity Financial's portfolio in Q2 2026, its #46 holding.
Clarity Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 16 quarters since.
Clarity Financial's Vanguard High Dividend Yield ETF position peaked at $7.19M in Q2 2023.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.