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

Claro 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 		$220K Buy
+1,394
New +$218K 0.02% 496
2026
Q1 		– Sell
-1,541
Closed -$221K – 532
2025
Q4 		$221K Buy
+1,541
New +$219K 0.03% 385
2025
Q2 		– Sell
-2,446
Closed -$315K – 521
2025
Q1 		$315K Buy
2,446
+591
+32% +$77.4K 0.04% 372
2024
Q4 		$237K Sell
1,855
-64
-3% -$8.35K 0.03% 418
2024
Q3 		$246K Buy
1,919
+198
+12% +$24.4K 0.03% 431
2024
Q2 		$204K Sell
1,721
-5,643
-77% -$669K 0.03% 407
2024
Q1 		$891K Buy
7,364
+6
+0.1% +$687 0.15% 153
2023
Q4 		$821K Sell
7,358
-382
-5% -$40.1K 0.18% 132
2023
Q3 		$800K Buy
7,740
+81
+1% +$8.69K 0.2% 118
2023
Q2 		$812K Buy
7,659
+1,103
+17% +$116K 0.2% 120
2023
Q1 		$692K Buy
6,556
+2,095
+47% +$225K 0.2% 125
2022
Q4 		$483K Buy
+4,461
New +$475K 0.16% 159
2021
Q4 		– Sell
-2,571
Closed -$266K – 297
2021
Q3 		$266K Buy
2,571
+19
+0.7% +$2.01K 0.11% 192
2021
Q2 		$267K Buy
2,552
+1
+0% +$105 0.12% 179
2021
Q1 		$258K Buy
+2,551
New +$246K 0.13% 175

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Claro Advisors's VYM Position: Q2 2026 in Review

Claro Advisors opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,394 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #496 among its holdings. This is a return to the name: Claro Advisors previously reported a position in VYM as recently as Q4 2025.

Claro Advisors first reported a position in VYM in Q1 2021 and has held it in 15 quarters since. The position peaked at $891K in Q1 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Claro Advisors held 1,394 shares of Vanguard High Dividend Yield ETF worth $220K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Claro Advisors position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #496 holding.
  • Claro Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 15 quarters since.
  • Claro Advisors's Vanguard High Dividend Yield ETF position peaked at $891K in Q1 2024.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.