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

Perigon 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
Q1 		$3.66M Buy
24,680
+1,522
+7% +$229K 0.07% 263
2025
Q4 		$3.32M Sell
23,158
-997
-4% -$142K 0.06% 266
2025
Q3 		$3.4M Sell
24,155
-343
-1% -$47.1K 0.07% 255
2025
Q2 		$3.27M Sell
24,498
-5,535
-18% -$701K 0.08% 251
2025
Q1 		$3.87M Buy
30,033
+2,558
+9% +$335K 0.1% 203
2024
Q4 		$3.59M Buy
27,475
+951
+4% +$124K 0.09% 212
2024
Q3 		$3.4M Buy
+26,524
New +$3.27M 0.09% 208
2024
Q2 		– Sell
-25,420
Closed -$3.08M – 933
2024
Q1 		$3.08M Buy
25,420
+2,072
+9% +$237K 0.09% 194
2023
Q4 		$2.61M Buy
23,348
+12,203
+109% +$1.28M 0.09% 193
2023
Q3 		$1.15M Buy
11,145
+3,099
+39% +$333K 0.05% 285
2023
Q2 		$853K Sell
8,046
-1,145
-12% -$120K 0.03% 346
2023
Q1 		$970K Sell
9,191
-382
-4% -$41.1K 0.06% 274
2022
Q4 		$1.04M Buy
9,573
+3,232
+51% +$344K 0.06% 255
2022
Q3 		$602K Sell
6,341
-28
-0.4% -$2.91K 0.05% 292
2022
Q2 		$648K Buy
6,369
+898
+16% +$97.3K 0.05% 281
2022
Q1 		$614K Buy
5,471
+11
+0.2% +$1.23K 0.04% 312
2021
Q4 		$612K Buy
5,460
+1,362
+33% +$148K 0.04% 299
2021
Q3 		$424K Buy
4,098
+8
+0.2% +$846 0.04% 340
2021
Q2 		$429K Sell
4,090
-170
-4% -$17.9K 0.04% 337
2021
Q1 		$431K Buy
4,260
+186
+5% +$17.9K 0.04% 323
2020
Q4 		$373K Buy
4,074
+10
+0.2% +$869 0.04% 300
2020
Q3 		$329K Hold
4,064
– – 0.05% 285
2020
Q2 		$320K Buy
4,064
+1,150
+39% +$89.4K 0.05% 259
2020
Q1 		$225K Hold
2,914
– – 0.04% 284
2019
Q4 		$272K Hold
2,914
– – 0.06% 213
2019
Q3 		$257K Hold
2,914
– – 0.06% 194
2019
Q2 		$255K Buy
2,914
+100
+4% +$8.65K 0.06% 196
2019
Q1 		$246K Hold
2,814
– – 0.06% 188
2018
Q4 		$230K Hold
2,814
– – 0.06% 198
2018
Q3 		$247K Hold
2,814
– – 0.06% 206
2018
Q2 		$234K Hold
2,814
– – 0.07% 215
2018
Q1 		$232K Hold
2,814
– – 0.09% 153
2017
Q4 		$241K Buy
+2,814
New +$235K 0.09% 132

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Perigon Wealth Management's VYM Position: Q1 2026 in Review

Perigon Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 6.6% in Q1 2026, buying an estimated $229K and bringing the position to 24,680 shares worth $3.66M. The position accounts for 0.07% of the portfolio, ranked #263.

Perigon Wealth Management first reported a position in VYM in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.87M in Q1 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Perigon Wealth Management held 24,680 shares of Vanguard High Dividend Yield ETF worth $3.66M as of Q1 2026.
  • Perigon Wealth Management bought 1,522 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $229K.
  • Vanguard High Dividend Yield ETF made up 0.07% of Perigon Wealth Management's portfolio in Q1 2026, its #263 holding.
  • Perigon Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 33 quarters since.
  • Perigon Wealth Management's Vanguard High Dividend Yield ETF position peaked at $3.87M in Q1 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.