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

Horizon Investments’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	$397K	Sell	2,515 -1,949	-44%	-$305K	﹤0.01%	901
2026 Q1	$661K	Buy	4,464 +2,230	+100%	+$335K	0.01%	820
2025 Q4	$321K	Buy	2,234 +1,778	+390%	+$253K	﹤0.01%	899
2025 Q3	$64.3K	Buy	456 +372	+443%	+$51.1K	﹤0.01%	984
2025 Q2	$11.2K	Hold	84	–	–	﹤0.01%	991
2025 Q1	$10.8K	Buy	84 +2	+2%	+$262	﹤0.01%	672
2024 Q4	$10.5K	Buy	+82	New	+$10.7K	﹤0.01%	674
2018 Q1	–	Sell	-648,825	Closed	-$50M	–	247
2017 Q4	$50M	Sell	648,825 -3,956	-0.6%	-$331K	3.12%	7
2017 Q3	$50.3M	Buy	+652,781	New	+$51.8M	2.89%	9

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 Investments's VYM Position: Q2 2026 in Review

Horizon Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 44% in Q2 2026, selling an estimated $305K and leaving 2,515 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Horizon Investments first reported a position in VYM in Q3 2017 and has held it in 9 quarters since. The position peaked at $50.3M in Q3 2017. 2,065 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Horizon Investments held 2,515 shares of Vanguard High Dividend Yield ETF worth $397K as of Q2 2026.
Horizon Investments sold 1,949 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $305K.
Vanguard High Dividend Yield ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #901 holding.
Horizon Investments first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 9 quarters since.
Horizon Investments's Vanguard High Dividend Yield ETF position peaked at $50.3M in Q3 2017.
2,065 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.