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

Clayton Financial 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 		– Sell
-294
Closed -$43.5K – 561
2026
Q1 		$43.5K Hold
294
– – 0.02% 151
2025
Q4 		$42.2K Hold
294
– – 0.02% 153
2025
Q3 		$41.4K Buy
+294
New +$40.4K 0.03% 102
2025
Q2 		– Sell
-2,846
Closed -$367K – 113
2025
Q1 		$367K Hold
2,846
– – 0.13% 81
2024
Q4 		$363K Sell
2,846
-449
-14% -$58.5K 0.13% 83
2024
Q3 		$422K Hold
3,295
– – 0.16% 72
2024
Q2 		$399K Hold
3,295
– – 0.17% 67
2024
Q1 		$399K Buy
+3,295
New +$378K 0.18% 67

Other funds holding VYM

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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Clayton Financial Group's VYM Position: Q2 2026 in Review

Clayton Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 294 shares — an estimated $43.5K sold.

Clayton Financial Group first reported a position in VYM in Q1 2024 and held it in 8 quarters. The position peaked at $422K in Q3 2024. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Clayton Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 294 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $43.5K.
  • Clayton Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's Vanguard High Dividend Yield ETF position peaked at $422K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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