CA
VYM icon

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

Clearstead 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 		$42.9M Buy
271,152
+75,383
+39% +$11.8M 0.4% 56
2026
Q1 		$29M Buy
195,769
+47,225
+32% +$7.1M 0.26% 76
2025
Q4 		$21.3M Buy
148,544
+12,877
+9% +$1.83M 0.27% 82
2025
Q3 		$19.1M Buy
135,667
+7,569
+6% +$1.04M 0.25% 86
2025
Q2 		$17.1M Buy
128,098
+23,577
+23% +$2.99M 0.24% 92
2025
Q1 		$13.5M Buy
104,521
+2,084
+2% +$273K 0.21% 97
2024
Q4 		$13.1M Buy
102,437
+3,702
+4% +$483K 0.2% 108
2024
Q3 		$12.7M Buy
98,735
+1,790
+2% +$221K 0.2% 110
2024
Q2 		$11.5M Buy
96,945
+52,538
+118% +$6.23M 0.2% 106
2024
Q1 		$5.32M Sell
44,407
-556
-1% -$63.7K 0.26% 76
2023
Q4 		$5.02M Buy
44,963
+37,415
+496% +$3.93M 0.27% 81
2023
Q3 		$780K Buy
7,548
+904
+14% +$97K 0.05% 236
2023
Q2 		$705K Buy
6,644
+978
+17% +$103K 0.04% 247
2023
Q1 		$598K Buy
5,666
+542
+11% +$58.3K 0.04% 233
2022
Q4 		$555K Buy
5,124
+3,593
+235% +$382K 0.04% 246
2022
Q3 		$145K Buy
1,531
+1,081
+240% +$112K 0.01% 409
2022
Q2 		$46K Hold
450
– – ﹤0.01% 640
2022
Q1 		$51K Buy
450
+250
+125% +$27.9K ﹤0.01% 679
2021
Q4 		$22K Hold
200
– – ﹤0.01% 810
2021
Q3 		$21K Hold
200
– – ﹤0.01% 812
2021
Q2 		$21K Sell
200
-990
-83% -$104K ﹤0.01% 702
2021
Q1 		$120K Hold
1,190
– – 0.01% 408
2020
Q4 		$109K Hold
1,190
– – 0.01% 400
2020
Q3 		$96K Buy
1,190
+200
+20% +$16.4K 0.01% 374
2020
Q2 		$78K Hold
990
– – 0.01% 381
2020
Q1 		$70K Buy
+990
New +$85.1K 0.01% 366

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

Clearstead Advisors's VYM Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 39% in Q2 2026, buying an estimated $11.8M and bringing the position to 271,152 shares worth $42.9M. The position accounts for 0.4% of the portfolio, ranked #56.

Clearstead Advisors first reported a position in VYM in Q1 2020 and has held it in 26 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Clearstead Advisors held 271,152 shares of Vanguard High Dividend Yield ETF worth $42.9M as of Q2 2026.
  • Clearstead Advisors bought 75,383 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $11.8M.
  • Vanguard High Dividend Yield ETF made up 0.4% of Clearstead Advisors's portfolio in Q2 2026, its #56 holding.
  • Clearstead Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.