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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments's VYM Position: Q1 2026 in Review

Horizon Investments increased its Vanguard High Dividend Yield ETF (VYM) stake by 100% in Q1 2026, buying an estimated $335K and bringing the position to 4,464 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #820.

Horizon Investments first reported a position in VYM in Q3 2017 and has held it in 8 quarters since. The position peaked at $50.3M in Q3 2017. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Horizon Investments held 4,464 shares of Vanguard High Dividend Yield ETF worth $661K as of Q1 2026.
Horizon Investments bought 2,230 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $335K.
Vanguard High Dividend Yield ETF made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #820 holding.
Horizon Investments first reported a position in Vanguard High Dividend Yield ETF in Q3 2017 and has held it in 8 quarters since.
Horizon Investments's Vanguard High Dividend Yield ETF position peaked at $50.3M in Q3 2017.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.