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

Clarity Wealth 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
2026
Q2 		$447K Hold
2,826
– – 0.08% 73
2026
Q1 		$419K Sell
2,826
-22
-0.8% -$3.31K 0.09% 72
2025
Q4 		$409K Hold
2,848
– – 0.08% 76
2025
Q3 		$401K Hold
2,848
– – 0.09% 73
2025
Q2 		$380K Hold
2,848
– – 0.09% 75
2025
Q1 		$367K Sell
2,848
-40
-1% -$5.24K 0.1% 70
2024
Q4 		$368K Sell
2,888
-5
-0.2% -$652 0.1% 69
2024
Q3 		$371K Hold
2,893
– – 0.11% 69
2024
Q2 		$343K Sell
2,893
-459
-14% -$54.4K 0.11% 70
2024
Q1 		$406K Sell
3,352
-148
-4% -$17K 0.14% 61
2023
Q4 		$391K Buy
3,500
+8
+0.2% +$841 0.15% 61
2023
Q3 		$361K Buy
3,492
+213
+6% +$22.9K 0.16% 54
2023
Q2 		$348K Buy
3,279
+129
+4% +$13.5K 0.16% 57
2023
Q1 		$332K Buy
3,150
+832
+36% +$89.5K 0.17% 53
2022
Q4 		$251K Buy
2,318
+159
+7% +$16.9K 0.14% 56
2022
Q3 		$204K Sell
2,159
-83
-4% -$8.63K 0.12% 61
2022
Q2 		$228K Buy
+2,242
New +$243K 0.13% 61
2020
Q3 		– Sell
-24,179
Closed -$1.9M – 64
2020
Q2 		$1.9M Sell
24,179
-36,092
-60% -$2.81M 1.5% 22
2020
Q1 		$4.26M Buy
60,271
+211
+0.4% +$18.1K 4.44% 6
2019
Q4 		$5.63M Buy
+60,060
New +$5.45M 4.73% 6

Other funds holding VYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Clarity Wealth Advisors's VYM Position: Q2 2026 in Review

Clarity Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,826 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #73.

Clarity Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.63M in Q4 2019. 1,090 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Clarity Wealth Advisors held 2,826 shares of Vanguard High Dividend Yield ETF worth $447K as of Q2 2026.
  • Clarity Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.08% of Clarity Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Clarity Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 20 quarters since.
  • Clarity Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $5.63M in Q4 2019.
  • 1,090 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.