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 Q3	$62.9K	Buy	405 +2	+0.5%	+$324	0.05%	199
2026 Q2	$63.7K	Buy	403 +2	+0.5%	+$313	0.05%	199
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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Harbor Asset Planning's VYM Position: Q3 2026 in Review

Harbor Asset Planning increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.5% in Q3 2026, buying an estimated $324 and bringing the position to 405 shares worth $62.9K. The position accounts for 0.05% of the portfolio, ranked #199.

Harbor Asset Planning first reported a position in VYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $122K in Q3 2025. 1,751 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Harbor Asset Planning held 405 shares of Vanguard High Dividend Yield ETF worth $62.9K as of Q3 2026.
Harbor Asset Planning bought 2 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $324.
Vanguard High Dividend Yield ETF made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #199 holding.
Harbor Asset Planning first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Vanguard High Dividend Yield ETF position peaked at $122K in Q3 2025.
1,751 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.