Horizon Investment Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Horizon Investment Services’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	$927K	Buy	5,866 +188	+3%	+$29.4K	0.26%	66
2026 Q1	$841K	Hold	5,678	–	–	0.29%	68
2025 Q4	$815K	Hold	5,678	–	–	0.29%	66
2025 Q3	$800K	Buy	5,678 +7	+0.1%	+$962	0.3%	60
2025 Q2	$756K	Sell	5,671 -60	-1%	-$7.6K	0.33%	62
2025 Q1	$739K	Sell	5,731 -55	-1%	-$7.2K	0.36%	61
2024 Q4	$738K	Buy	5,786 +254	+5%	+$33.1K	0.31%	69
2024 Q3	$709K	Hold	5,532	–	–	0.3%	67
2024 Q2	$656K	Sell	5,532 -295	-5%	-$35K	0.31%	67
2024 Q1	$705K	Sell	5,827 -10	-0.2%	-$1.15K	0.35%	62
2023 Q4	$652K	Sell	5,837 -614	-10%	-$64.5K	0.35%	69
2023 Q3	$667K	Sell	6,451 -95	-1%	-$10.2K	0.4%	65
2023 Q2	$694K	Sell	6,546 -145	-2%	-$15.2K	0.42%	58
2023 Q1	$706K	Sell	6,691 -218	-3%	-$23.4K	0.45%	62
2022 Q4	$748K	Buy	6,909 +108	+2%	+$11.5K	0.54%	49
2022 Q3	$645K	Sell	6,801 -267	-4%	-$27.8K	0.47%	52
2022 Q2	$719K	Sell	7,068 -533	-7%	-$57.8K	0.48%	54
2022 Q1	$853K	Sell	7,601 -1,011	-12%	-$113K	0.45%	59
2021 Q4	$966K	Sell	8,612 -165	-2%	-$18K	0.44%	63
2021 Q3	$907K	Sell	8,777 -8,017	-48%	-$848K	0.45%	60
2021 Q2	$1.76M	Sell	16,794 -588	-3%	-$61.7K	0.86%	40
2021 Q1	$1.76M	Buy	17,382 +1,709	+11%	+$165K	0.94%	38
2020 Q4	$1.43M	Sell	15,673 -1,242	-7%	-$108K	0.87%	36
2020 Q3	$1.37M	Buy	16,915 +569	+3%	+$46.6K	0.91%	38
2020 Q2	$1.29M	Buy	16,346 +4,940	+43%	+$384K	0.9%	40
2020 Q1	$807K	Buy	11,406 +1,945	+21%	+$167K	0.72%	39
2019 Q4	$887K	Sell	9,461 -20	-0.2%	-$1.81K	0.59%	50
2019 Q3	$841K	Buy	9,481 +919	+11%	+$80.4K	0.56%	50
2019 Q2	$748K	Buy	8,562 +185	+2%	+$16K	0.51%	47
2019 Q1	$718K	Buy	8,377 +177	+2%	+$14.8K	0.49%	47
2018 Q4	$640K	Sell	8,200 -74	-0.9%	-$6.17K	0.5%	47
2018 Q3	$721K	Sell	8,274 -4	-0%	-$346	0.38%	55
2018 Q2	$688K	Sell	8,278 -243	-3%	-$20.3K	0.34%	65
2018 Q1	$703K	Buy	8,521 +62	+0.7%	+$5.33K	0.32%	65
2017 Q4	$724K	Buy	8,459 +745	+10%	+$62.3K	0.3%	63
2017 Q3	$625K	Buy	7,714 +987	+15%	+$78.3K	0.27%	68
2017 Q2	$526K	Buy	6,727 +242	+4%	+$18.8K	0.24%	69
2017 Q1	$504K	Buy	6,485 +2,507	+63%	+$193K	0.23%	72
2016 Q4	$301K	Sell	3,978 -781	-16%	-$57.3K	0.14%	91
2016 Q3	$343K	Sell	4,759 -1,883	-28%	-$137K	0.17%	82
2016 Q2	$475K	Sell	6,642 -4,842	-42%	-$338K	0.24%	65
2016 Q1	$793K	Sell	11,484 -2,048	-15%	-$134K	0.36%	49
2015 Q4	$903K	Sell	13,532 -2,218	-14%	-$149K	0.39%	48
2015 Q3	$987K	Buy	15,750 +1,734	+12%	+$114K	0.47%	40
2015 Q2	$944K	Buy	14,016 +398	+3%	+$27.6K	0.38%	48
2015 Q1	$930K	Buy	13,618 +5,015	+58%	+$345K	0.39%	49
2014 Q4	$591K	Buy	8,603 +1,969	+30%	+$134K	0.28%	58
2014 Q3	$441K	Buy	+6,634	New	+$443K	0.22%	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

Horizon Investment Services's VYM Position: Q2 2026 in Review

Horizon Investment Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 3.3% in Q2 2026, buying an estimated $29.4K and bringing the position to 5,866 shares worth $927K. The position accounts for 0.26% of the portfolio, ranked #66.

Horizon Investment Services first reported a position in VYM in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.76M in Q2 2021. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Horizon Investment Services held 5,866 shares of Vanguard High Dividend Yield ETF worth $927K as of Q2 2026.
Horizon Investment Services bought 188 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $29.4K.
Vanguard High Dividend Yield ETF made up 0.26% of Horizon Investment Services's portfolio in Q2 2026, its #66 holding.
Horizon Investment Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2014 and has held it in 48 quarters since.
Horizon Investment Services's Vanguard High Dividend Yield ETF position peaked at $1.76M in Q2 2021.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.