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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
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

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hoxton Planning & Management's VYM Position: Q2 2026 in Review

Hoxton Planning & Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 1,473 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #211 among its holdings. This is a return to the name: Hoxton Planning & Management previously reported a position in VYM as recently as Q2 2023.

Hoxton Planning & Management first reported a position in VYM in Q4 2022 and has held it in 4 quarters since. The position peaked at $498K in Q2 2023. 519 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Hoxton Planning & Management held 1,473 shares of Vanguard High Dividend Yield ETF worth $233K as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Hoxton Planning & Management position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.06% of Hoxton Planning & Management's portfolio in Q2 2026, its #211 holding.
  • Hoxton Planning & Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 4 quarters since.
  • Hoxton Planning & Management's Vanguard High Dividend Yield ETF position peaked at $498K in Q2 2023.
  • 519 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.