MOKAN Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

MOKAN Wealth 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	$2.03M	Buy	12,848 +334	+3%	+$52.2K	0.78%	36
2026 Q1	$1.85M	Buy	12,514 +324	+3%	+$48.7K	0.82%	35
2025 Q4	$1.75M	Buy	12,190 +4,003	+49%	+$569K	0.78%	36
2025 Q3	$1.15M	Buy	8,187 +968	+13%	+$133K	0.58%	49
2025 Q2	$962K	Buy	7,219 +303	+4%	+$38.4K	0.54%	49
2025 Q1	$892K	Buy	6,916 +148	+2%	+$19.4K	0.54%	48
2024 Q4	$863K	Buy	+6,768	New	+$883K	0.55%	47

Other funds holding VYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

MOKAN Wealth Management's VYM Position: Q2 2026 in Review

MOKAN Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.7% in Q2 2026, buying an estimated $52.2K and bringing the position to 12,848 shares worth $2.03M. The position accounts for 0.78% of the portfolio, ranked #36.

MOKAN Wealth Management first reported a position in VYM in Q4 2024 and has held it in 7 quarters since. 1,106 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

MOKAN Wealth Management held 12,848 shares of Vanguard High Dividend Yield ETF worth $2.03M as of Q2 2026.
MOKAN Wealth Management bought 334 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $52.2K.
Vanguard High Dividend Yield ETF made up 0.78% of MOKAN Wealth Management's portfolio in Q2 2026, its #36 holding.
MOKAN Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and has held it in 7 quarters since.
1,106 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.