Harmony Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Harmony Asset Management’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	$1.08M	Sell	6,858 -139	-2%	-$21.7K	0.29%	86
2026 Q1	$1.04M	Sell	6,997 -224	-3%	-$33.7K	0.32%	78
2025 Q4	$1.04M	Sell	7,221 -1,090	-13%	-$155K	0.35%	73
2025 Q3	$1.17M	Sell	8,311 -209	-2%	-$28.7K	0.4%	64
2025 Q2	$1.14M	Buy	8,520 +956	+13%	+$121K	0.43%	63
2025 Q1	$975K	Buy	7,564 +1	+0%	+$131	0.41%	66
2024 Q4	$965K	Sell	7,563 -1,035	-12%	-$135K	0.38%	64
2024 Q3	$1.1M	Buy	8,598 +516	+6%	+$63.7K	0.41%	59
2024 Q2	$958K	Buy	8,082 +356	+5%	+$42.2K	0.4%	57
2024 Q1	$935K	Sell	7,726 -919	-11%	-$105K	0.39%	68
2023 Q4	$965K	Buy	+8,645	New	+$908K	0.41%	64

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harmony Asset Management's VYM Position: Q2 2026 in Review

Harmony Asset Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 2% in Q2 2026, selling an estimated $21.7K and leaving 6,858 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #86.

Harmony Asset Management first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2025. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Harmony Asset Management held 6,858 shares of Vanguard High Dividend Yield ETF worth $1.08M as of Q2 2026.
Harmony Asset Management sold 139 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $21.7K.
Vanguard High Dividend Yield ETF made up 0.29% of Harmony Asset Management's portfolio in Q2 2026, its #86 holding.
Harmony Asset Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's Vanguard High Dividend Yield ETF position peaked at $1.17M in Q3 2025.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.