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Clarus Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clarus Group’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 		$249K Hold
1,575
– – 0.08% 101
2026
Q1 		$233K Hold
1,575
– – 0.08% 92
2025
Q4 		$226K Hold
1,575
– – 0.08% 95
2025
Q3 		$222K Hold
1,575
– – 0.08% 99
2025
Q2 		$210K Hold
1,575
– – 0.08% 96
2025
Q1 		$203K Hold
1,575
– – 0.08% 94
2024
Q4 		$201K Hold
1,575
– – 0.07% 101
2024
Q3 		$202K Buy
+1,575
New +$194K 0.09% 106

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

Clarus Group's VYM Position: Q2 2026 in Review

Clarus Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,575 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #101.

Clarus Group first reported a position in VYM in Q3 2024 and has held it in 8 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Clarus Group held 1,575 shares of Vanguard High Dividend Yield ETF worth $249K as of Q2 2026.
  • Clarus Group left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.08% of Clarus Group's portfolio in Q2 2026, its #101 holding.
  • Clarus Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.