Clear Harbor Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clear Harbor Asset Management’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	$5.96M	Sell	37,696 -2,145	-5%	-$335K	0.37%	59
2026 Q1	$5.9M	Sell	39,841 -1,126	-3%	-$169K	0.41%	54
2025 Q4	$5.88M	Sell	40,967 -766	-2%	-$109K	0.4%	58
2025 Q3	$5.88M	Sell	41,733 -2,854	-6%	-$392K	0.41%	58
2025 Q2	$5.94M	Sell	44,587 -1	-0%	-$127	0.45%	56
2025 Q1	$5.75M	Sell	44,588 -2,351	-5%	-$308K	0.45%	59
2024 Q4	$5.99M	Buy	46,939 +16	+0%	+$2.09K	0.48%	52
2024 Q3	$6.02M	Sell	46,923 -318	-0.7%	-$39.3K	0.49%	51
2024 Q2	$5.6M	Buy	47,241 +507	+1%	+$60.1K	0.48%	53
2024 Q1	$5.65M	Sell	46,734 -1,287	-3%	-$147K	0.49%	49
2023 Q4	$5.36M	Buy	48,021 +54	+0.1%	+$5.67K	0.49%	45
2023 Q3	$4.96M	Sell	47,967 -1,600	-3%	-$172K	0.51%	44
2023 Q2	$5.26M	Buy	49,567 +15	+0%	+$1.57K	0.51%	42
2023 Q1	$5.23M	Buy	49,552 +12	+0%	+$1.29K	0.54%	35
2022 Q4	$5.36M	Buy	49,540 +1,995	+4%	+$212K	0.67%	29
2022 Q3	$4.51M	Buy	47,545 +982	+2%	+$102K	0.63%	29
2022 Q2	$4.74M	Sell	46,563 -2,109	-4%	-$229K	0.63%	31
2022 Q1	$5.46M	Buy	48,672 +3,657	+8%	+$408K	0.62%	31
2021 Q4	$5.05M	Buy	45,015 +4,407	+11%	+$479K	0.55%	36
2021 Q3	$4.2M	Buy	+40,608	New	+$4.29M	0.08%	50
2020 Q4	–	Sell	-310	Closed	-$25.1K	–	728
2020 Q3	$25.1K	Buy	+310	New	+$25.4K	﹤0.01%	477
2020 Q1	–	Sell	-128	Closed	-$12K	–	685
2019 Q4	$12K	Buy	+128	New	+$11.6K	﹤0.01%	593

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 22.96% 1-Year Est. Return

Clear Harbor Asset Management's VYM Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.4% in Q2 2026, selling an estimated $335K and leaving 37,696 shares worth $5.96M. The position accounts for 0.37% of the portfolio, ranked #59.

Clear Harbor Asset Management first reported a position in VYM in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.02M in Q3 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Clear Harbor Asset Management held 37,696 shares of Vanguard High Dividend Yield ETF worth $5.96M as of Q2 2026.
Clear Harbor Asset Management sold 2,145 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $335K.
Vanguard High Dividend Yield ETF made up 0.37% of Clear Harbor Asset Management's portfolio in Q2 2026, its #59 holding.
Clear Harbor Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 22 quarters since.
Clear Harbor Asset Management's Vanguard High Dividend Yield ETF position peaked at $6.02M in Q3 2024.
2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.