Yukon Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Yukon Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6M	Buy	53,209 +18,773	+55%	+$4.31M	3.6%	6
2026 Q1	$7.41M	Buy	34,436 +458	+1%	+$102K	4.42%	4
2025 Q4	$7.7M	Sell	33,978 -17,503	-34%	-$3.82M	4.44%	4
2025 Q3	$11.1M	Buy	51,481 +2,531	+5%	+$532K	3.64%	6
2025 Q2	$10M	Buy	48,950 +9,432	+24%	+$1.83M	3.58%	6
2025 Q1	$7.67M	Buy	+39,518	New	+$7.86M	3.18%	6

Other funds holding VIG

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Yukon Wealth Management's VIG Position: Q2 2026 in Review

Yukon Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 55% in Q2 2026, buying an estimated $4.31M and bringing the position to 53,209 shares worth $12.6M. The position accounts for 3.6% of the portfolio, ranked #6.

Yukon Wealth Management first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Yukon Wealth Management held 53,209 shares of Vanguard Dividend Appreciation ETF worth $12.6M as of Q2 2026.
Yukon Wealth Management bought 18,773 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.31M.
Vanguard Dividend Appreciation ETF made up 3.6% of Yukon Wealth Management's portfolio in Q2 2026, its #6 holding.
Yukon Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.