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 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 $1.37T 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

Iconiq Capital's VYM Position: Q1 2026 in Review

Iconiq Capital increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.02% in Q1 2026, buying an estimated $150 and bringing the position to 4,331 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #57.

Iconiq Capital first reported a position in VYM in Q2 2024 and has held it in 8 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Iconiq Capital held 4,331 shares of Vanguard High Dividend Yield ETF worth $641K as of Q1 2026.
Iconiq Capital bought 1 Vanguard High Dividend Yield ETF share in Q1 2026, an estimated $150.
Vanguard High Dividend Yield ETF made up 0.01% of Iconiq Capital's portfolio in Q1 2026, its #57 holding.
Iconiq Capital first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 8 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Iconiq Capital's 13F filing for Q1 2026, filed 15 May 2026.