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

Yukon 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 		$4.29M Buy
+27,154
New +$4.24M 1.23% 17
2025
Q4 		– Sell
-27,150
Closed -$3.83M – 129
2025
Q3 		$3.83M Hold
27,150
– – 1.25% 18
2025
Q2 		$3.62M Hold
27,150
– – 1.29% 18
2025
Q1 		$3.5M Buy
+27,150
New +$3.55M 1.45% 17

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Yukon Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 27,154 shares worth $4.29M. The stake represents 1.23% of the portfolio and ranks #17 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in VYM as recently as Q3 2025.

Yukon Wealth Management first reported a position in VYM in Q1 2025 and has held it in 4 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Yukon Wealth Management held 27,154 shares of Vanguard High Dividend Yield ETF worth $4.29M as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Yukon Wealth Management position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 1.23% of Yukon Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Yukon Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2025 and has held it in 4 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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