MFA
VYM icon

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

McClarren Financial 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 		$1.85M Buy
11,729
+152
+1% +$23.8K 0.96% 19
2026
Q1 		$1.71M Buy
11,577
+3,860
+50% +$580K 1.02% 19
2025
Q4 		$1.65M Buy
7,717
+1,819
+31% +$259K 0.99% 19
2025
Q3 		$1.67M Sell
5,898
-6,254
-51% -$859K 1.02% 20
2025
Q2 		$1.62M Buy
12,152
+6,242
+106% +$791K 1.05% 20
2025
Q1 		$1.57M Buy
+5,910
New +$774K 1.04% 18
2024
Q4 		– Sell
-5,984
Closed -$119K – 325
2024
Q3 		$119K Buy
5,984
+4,443
+288% +$548K 0.02% 92
2024
Q2 		$1.47M Sell
1,541
-10,855
-88% -$1.29M 1.03% 19
2024
Q1 		$1.5M Sell
12,396
-267
-2% -$30.6K 1.08% 19
2023
Q4 		$1.41M Sell
12,663
-276
-2% -$29K 1.08% 19
2023
Q3 		$1.33M Sell
12,939
-890
-6% -$95.5K 1.16% 16
2023
Q2 		$1.47M Buy
13,829
+238
+2% +$25K 1.21% 16
2023
Q1 		$1.43M Sell
13,591
-1,059
-7% -$114K 1.3% 15
2022
Q4 		$1.58M Buy
14,650
+6,611
+82% +$703K 1.51% 14
2022
Q3 		$762K Buy
+8,039
New +$836K 0.76% 22
2022
Q2 		– Sell
-7,961
Closed -$893K – 287
2022
Q1 		$893K Sell
7,961
-480
-6% -$53.5K 0.65% 25
2021
Q4 		$946K Sell
8,441
-1,218
-13% -$133K 0.65% 25
2021
Q3 		$998K Sell
9,659
-46
-0.5% -$4.86K 0.78% 22
2021
Q2 		$1.01M Sell
9,705
-58
-0.6% -$6.09K 0.82% 21
2021
Q1 		$987K Sell
9,763
-329
-3% -$31.7K 0.88% 20
2020
Q4 		$922K Buy
+10,092
New +$877K 0.89% 20

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

McClarren Financial Advisors's VYM Position: Q2 2026 in Review

McClarren Financial Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q2 2026, buying an estimated $23.8K and bringing the position to 11,729 shares worth $1.85M. The position accounts for 0.96% of the portfolio, ranked #19.

McClarren Financial Advisors first reported a position in VYM in Q4 2020 and has held it in 21 quarters since. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • McClarren Financial Advisors held 11,729 shares of Vanguard High Dividend Yield ETF worth $1.85M as of Q2 2026.
  • McClarren Financial Advisors bought 152 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $23.8K.
  • Vanguard High Dividend Yield ETF made up 0.96% of McClarren Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • McClarren Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.