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

Clearview Wealth 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
2025
Q4 		$417K Buy
2,902
+352
+14% +$50.1K 0.26% 68
2025
Q3 		$359K Hold
2,550
– – 0.23% 78
2025
Q2 		$340K Sell
2,550
-46
-2% -$5.83K 0.24% 82
2025
Q1 		$335K Sell
2,596
-50
-2% -$6.54K 0.25% 75
2024
Q4 		$338K Buy
2,646
+228
+9% +$29.7K 0.26% 71
2024
Q3 		$310K Sell
2,418
-429
-15% -$53K 0.24% 77
2024
Q2 		$338K Sell
2,847
-22
-0.8% -$2.61K 0.29% 67
2024
Q1 		$347K Sell
2,869
-1,721
-37% -$197K 0.35% 71
2023
Q4 		$512K Sell
4,590
-130
-3% -$13.7K 0.6% 55
2023
Q3 		$488K Sell
4,720
-515
-10% -$55.3K 0.6% 61
2023
Q2 		$555K Sell
5,235
-157
-3% -$16.5K 0.56% 55
2023
Q1 		$569K Sell
5,392
-20,562
-79% -$2.21M 0.58% 53
2022
Q4 		$2.81M Buy
25,954
+24,922
+2,415% +$2.65M 2.17% 9
2022
Q3 		$98K Sell
1,032
-20
-2% -$2.08K 0.08% 117
2022
Q2 		$107K Sell
1,052
-172
-14% -$18.6K 0.08% 118
2022
Q1 		$137K Sell
1,224
-43
-3% -$4.8K 0.09% 106
2021
Q4 		$142K Sell
1,267
-2,067
-62% -$225K 0.09% 128
2021
Q3 		$345K Sell
3,334
-7,357
-69% -$778K 0.22% 87
2021
Q2 		$1.12M Buy
10,691
+6,213
+139% +$652K 0.69% 34
2021
Q1 		$453K Buy
4,478
+4,468
+44,680% +$431K 0.29% 67
2020
Q4 		$1K Buy
+10
New +$869 ﹤0.01% 555

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearview Wealth Advisors's VYM Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 14% in Q4 2025, buying an estimated $50.1K and bringing the position to 2,902 shares worth $417K. The position accounts for 0.26% of the portfolio, ranked #68.

Clearview Wealth Advisors first reported a position in VYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.81M in Q4 2022. 2,001 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Clearview Wealth Advisors held 2,902 shares of Vanguard High Dividend Yield ETF worth $417K as of Q4 2025.
  • Clearview Wealth Advisors bought 352 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $50.1K.
  • Vanguard High Dividend Yield ETF made up 0.26% of Clearview Wealth Advisors's portfolio in Q4 2025, its #68 holding.
  • Clearview Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $2.81M in Q4 2022.
  • 2,001 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.