Aspen Grove Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aspen Grove 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	$1.09M	Hold	7,346	–	–	0.21%	65
2025 Q4	$1.05M	Hold	7,346	–	–	0.18%	64
2025 Q3	$1.04M	Buy	7,346 +26	+0.4%	+$3.57K	0.17%	68
2025 Q2	$976K	Hold	7,320	–	–	0.17%	74
2025 Q1	$944K	Buy	7,320 +70	+1%	+$9.16K	0.18%	72
2024 Q4	$925K	Hold	7,250	–	–	0.2%	66
2024 Q3	$929K	Hold	7,250	–	–	0.21%	69
2024 Q2	$860K	Hold	7,250	–	–	0.2%	68
2024 Q1	$877K	Hold	7,250	–	–	0.25%	66
2023 Q4	$809K	Buy	7,250 +250	+4%	+$26.3K	0.25%	70
2023 Q3	$723K	Buy	+7,000	New	+$751K	0.27%	67

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

Aspen Grove Capital's VYM Position: Q1 2026 in Review

Aspen Grove Capital held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 7,346 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #65.

Aspen Grove Capital first reported a position in VYM in Q3 2023 and has held it in 11 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Aspen Grove Capital held 7,346 shares of Vanguard High Dividend Yield ETF worth $1.09M as of Q1 2026.
Aspen Grove Capital left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.21% of Aspen Grove Capital's portfolio in Q1 2026, its #65 holding.
Aspen Grove Capital first reported a position in Vanguard High Dividend Yield ETF in Q3 2023 and has held it in 11 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.