Hoxton Planning & Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Hoxton Planning & 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 Q3	$229K	Hold	1,473	–	–	0.06%	205
2026 Q2	$233K	Buy	+1,473	New	+$230K	0.06%	211
2023 Q3	–	Sell	-4,691	Closed	-$498K	–	157
2023 Q2	$498K	Buy	4,691 +844	+22%	+$88.5K	0.31%	66
2023 Q1	$406K	Hold	3,847	–	–	0.22%	91
2022 Q4	$416K	Buy	+3,847	New	+$409K	0.22%	96

Other funds holding VYM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Hoxton Planning & Management's VYM Position: Q3 2026 in Review

Hoxton Planning & Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,473 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #205.

Hoxton Planning & Management first reported a position in VYM in Q4 2022 and has held it in 5 quarters since. The position peaked at $498K in Q2 2023. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Hoxton Planning & Management held 1,473 shares of Vanguard High Dividend Yield ETF worth $229K as of Q3 2026.
Hoxton Planning & Management left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.06% of Hoxton Planning & Management's portfolio in Q3 2026, its #205 holding.
Hoxton Planning & Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 5 quarters since.
Hoxton Planning & Management's Vanguard High Dividend Yield ETF position peaked at $498K in Q2 2023.
1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.