Iconiq Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Iconiq Capital’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	–	Sell	-4,331	Closed	-$641K	–	88
2026 Q1	$641K	Buy	4,331 +1	+0%	+$150	0.01%	57
2025 Q4	$621K	Hold	4,330	–	–	0.01%	64
2025 Q3	$610K	Hold	4,330	–	–	0.01%	67
2025 Q2	$577K	Sell	4,330 -99	-2%	-$12.5K	0.01%	156
2025 Q1	$571K	Hold	4,429	–	–	0.01%	145
2024 Q4	$565K	Buy	4,429 +33	+0.8%	+$4.3K	0.01%	140
2024 Q3	$564K	Buy	4,396 +30	+0.7%	+$3.7K	0.01%	82
2024 Q2	$17.8K	Buy	+4,366	New	+$518K	﹤0.01%	98

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 22.9% 1-Year Est. Return

Iconiq Capital's VYM Position: Q2 2026 in Review

Iconiq Capital sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 4,331 shares — an estimated $641K sold.

Iconiq Capital first reported a position in VYM in Q2 2024 and held it in 8 quarters. The position peaked at $641K in Q1 2026. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Iconiq Capital reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Iconiq Capital sold 4,331 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $641K.
Iconiq Capital first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and held it in 8 quarters.
Iconiq Capital's Vanguard High Dividend Yield ETF position peaked at $641K in Q1 2026.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Iconiq Capital's 13F filing for Q2 2026, filed 13 Aug 2026.