Clifford Swan Investment Counsel’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clifford Swan Investment Counsel’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 Q1	$274K	Sell	1,847 -20	-1%	-$3.01K	0.01%	282
2025 Q4	$268K	Hold	1,867	–	–	0.01%	282
2025 Q3	$263K	Hold	1,867	–	–	0.01%	290
2025 Q2	$249K	Buy	+1,867	New	+$237K	0.01%	287
2023 Q1	–	Sell	-2,687	Closed	-$291K	–	307
2022 Q4	$291K	Hold	2,687	–	–	0.01%	256
2022 Q3	$255K	Sell	2,687 -40	-1%	-$4.16K	0.01%	270
2022 Q2	$277K	Sell	2,727 -177	-6%	-$19.2K	0.01%	276
2022 Q1	$326K	Sell	2,904 -1,560	-35%	-$174K	0.01%	275
2021 Q4	$500K	Sell	4,464 -237	-5%	-$25.8K	0.02%	238
2021 Q3	$512K	Buy	4,701 +2,441	+108%	+$258K	0.02%	235
2021 Q2	$238K	Hold	2,260	–	–	0.01%	301
2021 Q1	$228K	Hold	2,260	–	–	0.01%	307
2020 Q4	$207K	Sell	2,260 -422	-16%	-$36.7K	0.01%	309
2020 Q3	$217K	Sell	2,682 -700	-21%	-$57.3K	0.01%	293
2020 Q2	$266K	Hold	3,382	–	–	0.01%	265
2020 Q1	$239K	Sell	3,382 -410	-11%	-$35.2K	0.01%	262
2019 Q4	$355K	Buy	3,792 +200	+6%	+$18.1K	0.02%	244
2019 Q3	$319K	Hold	3,592	–	–	0.02%	247
2019 Q2	$314K	Sell	3,592 -1,400	-28%	-$121K	0.02%	249
2019 Q1	$428K	Buy	4,992 +1,332	+36%	+$111K	0.02%	224
2018 Q4	$285K	Buy	3,660 +600	+20%	+$50K	0.02%	250
2018 Q3	$267K	Sell	3,060 -296	-9%	-$25.6K	0.01%	275
2018 Q2	$279K	Sell	3,356 -904	-21%	-$75.7K	0.02%	260
2018 Q1	$351K	Hold	4,260	–	–	0.02%	242
2017 Q4	$365K	Buy	4,260 +100	+2%	+$8.36K	0.02%	237
2017 Q3	$337K	Hold	4,160	–	–	0.02%	246
2017 Q2	$325K	Buy	4,160 +300	+8%	+$23.4K	0.02%	249
2017 Q1	$300K	Buy	3,860 +100	+3%	+$7.72K	0.02%	245
2016 Q4	$285K	Buy	3,760 +100	+3%	+$7.34K	0.02%	237
2016 Q3	$264K	Buy	+3,660	New	+$266K	0.02%	241

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clifford Swan Investment Counsel's VYM Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.1% in Q1 2026, selling an estimated $3.01K and leaving 1,847 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #282.

Clifford Swan Investment Counsel first reported a position in VYM in Q3 2016 and has held it in 30 quarters since. The position peaked at $512K in Q3 2021. 2,009 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Clifford Swan Investment Counsel held 1,847 shares of Vanguard High Dividend Yield ETF worth $274K as of Q1 2026.
Clifford Swan Investment Counsel sold 20 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $3.01K.
Vanguard High Dividend Yield ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #282 holding.
Clifford Swan Investment Counsel first reported a position in Vanguard High Dividend Yield ETF in Q3 2016 and has held it in 30 quarters since.
Clifford Swan Investment Counsel's Vanguard High Dividend Yield ETF position peaked at $512K in Q3 2021.
2,009 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.