Harbor Asset Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Harbor Asset Planning’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	$59.3K	Buy	401 +3	+0.8%	+$451	0.05%	193
2025 Q4	$57.1K	Sell	398 -465	-54%	-$66.1K	0.05%	182
2025 Q3	$122K	Buy	863 +4	+0.5%	+$550	0.11%	120
2025 Q2	$114K	Buy	+859	New	+$109K	0.11%	118

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Harbor Asset Planning's VYM Position: Q1 2026 in Review

Harbor Asset Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.75% in Q1 2026, buying an estimated $451 and bringing the position to 401 shares worth $59.3K. The position accounts for 0.05% of the portfolio, ranked #193.

Harbor Asset Planning first reported a position in VYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $122K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Harbor Asset Planning held 401 shares of Vanguard High Dividend Yield ETF worth $59.3K as of Q1 2026.
Harbor Asset Planning bought 3 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $451.
Vanguard High Dividend Yield ETF made up 0.05% of Harbor Asset Planning's portfolio in Q1 2026, its #193 holding.
Harbor Asset Planning first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 4 quarters since.
Harbor Asset Planning's Vanguard High Dividend Yield ETF position peaked at $122K in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.