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Clune & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clune & Associates’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 		$1M Sell
6,330
-5,280
-45% -$825K 0.15% 82
2026
Q1 		$1.72M Sell
11,610
-5,826
-33% -$876K 0.32% 66
2025
Q4 		$2.5M Buy
17,436
+471
+3% +$67K 0.54% 54
2025
Q3 		$2.39M Sell
16,965
-158
-0.9% -$21.7K 0.6% 50
2025
Q2 		$2.28M Buy
17,123
+318
+2% +$40.3K 0.62% 49
2025
Q1 		$2.17M Sell
16,805
-284
-2% -$37.2K 0.67% 48
2024
Q4 		$2.18M Buy
+17,089
New +$2.23M 0.72% 43

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Clune & Associates's VYM Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard High Dividend Yield ETF (VYM) stake by 45% in Q2 2026, selling an estimated $825K and leaving 6,330 shares worth $1M. The position accounts for 0.15% of the portfolio, ranked #82.

Clune & Associates first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2025. 465 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Clune & Associates held 6,330 shares of Vanguard High Dividend Yield ETF worth $1M as of Q2 2026.
  • Clune & Associates sold 5,280 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $825K.
  • Vanguard High Dividend Yield ETF made up 0.15% of Clune & Associates's portfolio in Q2 2026, its #82 holding.
  • Clune & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Vanguard High Dividend Yield ETF position peaked at $2.5M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.