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 Q3	$936K	Sell	6,028 -302	-5%	-$49K	0.14%	82
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Clune & Associates's VYM Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.8% in Q3 2026, selling an estimated $49K and leaving 6,028 shares worth $936K. The position accounts for 0.14% of the portfolio, ranked #82.

Clune & Associates first reported a position in VYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2025. 681 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Clune & Associates held 6,028 shares of Vanguard High Dividend Yield ETF worth $936K as of Q3 2026.
Clune & Associates sold 302 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $49K.
Vanguard High Dividend Yield ETF made up 0.14% of Clune & Associates's portfolio in Q3 2026, its #82 holding.
Clune & Associates first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard High Dividend Yield ETF position peaked at $2.5M in Q4 2025.
681 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.