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Harbor Investment Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Harbor Investment Advisory’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 		$3.56M Buy
22,499
+75
+0.3% +$11.7K 0.25% 75
2026
Q1 		$3.32M Buy
22,424
+1,395
+7% +$210K 0.26% 73
2025
Q4 		$3.02M Sell
21,029
-13
-0.1% -$1.85K 0.23% 80
2025
Q3 		$2.97M Buy
21,042
+3,582
+21% +$492K 0.25% 80
2025
Q2 		$2.33M Buy
17,460
+67
+0.4% +$8.49K 0.21% 85
2025
Q1 		$2.24M Buy
17,393
+250
+1% +$32.7K 0.22% 87
2024
Q4 		$2.19M Buy
17,143
+67
+0.4% +$8.74K 0.2% 89
2024
Q3 		$2.19M Sell
17,076
-107
-0.6% -$13.2K 0.22% 88
2024
Q2 		$2.04M Buy
17,183
+227
+1% +$26.9K 0.21% 87
2024
Q1 		$2.05M Sell
16,956
-25
-0.1% -$2.86K 0.21% 81
2023
Q4 		$1.9M Sell
16,981
-141
-0.8% -$14.8K 0.22% 84
2023
Q3 		$1.77M Sell
17,122
-148
-0.9% -$15.9K 0.23% 80
2023
Q2 		$1.83M Buy
17,270
+30
+0.2% +$3.15K 0.26% 76
2023
Q1 		$1.82M Buy
17,240
+167
+1% +$18K 0.27% 78
2022
Q4 		$1.85M Buy
17,073
+65
+0.4% +$6.92K 0.29% 75
2022
Q3 		$1.61M Buy
17,008
+11,949
+236% +$1.24M 0.27% 81
2022
Q2 		$515K Buy
5,059
+244
+5% +$26.4K 0.08% 192
2022
Q1 		$540K Buy
4,815
+57
+1% +$6.36K 0.07% 213
2021
Q4 		$533K Buy
4,758
+145
+3% +$15.8K 0.07% 217
2021
Q3 		$477K Buy
4,613
+145
+3% +$15.3K 0.06% 227
2021
Q2 		$468K Buy
4,468
+102
+2% +$10.7K 0.06% 233
2021
Q1 		$441K Buy
4,366
+32
+0.7% +$3.09K 0.07% 220
2020
Q4 		$397K Buy
4,334
+335
+8% +$29.1K 0.06% 212
2020
Q3 		$324K Buy
3,999
+13
+0.3% +$1.06K 0.06% 214
2020
Q2 		$314K Hold
3,986
– – 0.07% 198
2020
Q1 		$282K Buy
3,986
+3,700
+1,294% +$318K 0.08% 189
2019
Q4 		$27K Buy
+286
New +$25.9K 0.01% 508

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Harbor Investment Advisory's VYM Position: Q2 2026 in Review

Harbor Investment Advisory increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.33% in Q2 2026, buying an estimated $11.7K and bringing the position to 22,499 shares worth $3.56M. The position accounts for 0.25% of the portfolio, ranked #75.

Harbor Investment Advisory first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 404 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Harbor Investment Advisory held 22,499 shares of Vanguard High Dividend Yield ETF worth $3.56M as of Q2 2026.
  • Harbor Investment Advisory bought 75 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $11.7K.
  • Vanguard High Dividend Yield ETF made up 0.25% of Harbor Investment Advisory's portfolio in Q2 2026, its #75 holding.
  • Harbor Investment Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 404 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.