Clear Investment Research’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clear Investment Research’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	-38	Closed	-$5.63K	–	229
2026 Q1	$5.63K	Buy	+38	New	+$5.71K	0.01%	175
2025 Q4	–	Sell	-38	Closed	-$5.36K	–	241
2025 Q3	$5.36K	Hold	38	–	–	0.01%	194
2025 Q2	$5.07K	Hold	38	–	–	0.01%	174
2025 Q1	$4.9K	Hold	38	–	–	0.01%	171
2024 Q4	$4.85K	Sell	38 -1	-3%	-$130	0.01%	169
2024 Q3	$5K	Hold	39	–	–	0.01%	169
2024 Q2	$4.63K	Hold	39	–	–	0.01%	164
2024 Q1	$4.72K	Hold	39	–	–	0.01%	170
2023 Q4	$4.35K	Hold	39	–	–	0.01%	218
2023 Q3	$4.03K	Hold	39	–	–	0.01%	150
2023 Q2	$4.14K	Buy	39 +6	+18%	+$629	0.01%	151
2023 Q1	$3.48K	Sell	33 -6	-15%	-$645	0.01%	145
2022 Q4	$4K	Sell	39 -3	-7%	-$319	0.01%	137
2022 Q3	$4K	Hold	42	–	–	0.01%	135
2022 Q2	$4K	Hold	42	–	–	0.01%	114
2022 Q1	$5K	Sell	42 -3	-7%	-$335	0.01%	118
2021 Q4	$5K	Sell	45 -1	-2%	-$109	0.01%	122
2021 Q3	$5K	Hold	46	–	–	0.01%	120
2021 Q2	$5K	Sell	46 -1	-2%	-$105	0.01%	121
2021 Q1	$5K	Sell	47 -3	-6%	-$289	0.01%	109
2020 Q4	$5K	Buy	+50	New	+$4.34K	0.01%	101
2018 Q4	–	Sell	-43	Closed	-$4K	–	383
2018 Q3	$4K	Buy	+43	New	+$3.72K	0.01%	88

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 Investment Research's VYM Position: Q2 2026 in Review

Clear Investment Research sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 38 shares — an estimated $5.63K sold.

Clear Investment Research first reported a position in VYM in Q3 2018 and held it in 22 quarters. The position peaked at $5.63K in Q1 2026. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Clear Investment Research reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 38 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.63K.
Clear Investment Research first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and held it in 22 quarters.
Clear Investment Research's Vanguard High Dividend Yield ETF position peaked at $5.63K in Q1 2026.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.