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Aspen Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aspen Investment 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 		$1.38M Hold
8,715
– – 0.37% 82
2026
Q1 		$1.29M Sell
8,715
-20
-0.2% -$3.01K 0.4% 78
2025
Q4 		$1.25M Buy
8,735
+6,660
+321% +$947K 0.38% 78
2025
Q3 		$292K Hold
2,075
– – 0.11% 136
2025
Q2 		$277K Hold
2,075
– – 0.12% 135
2025
Q1 		$268K Hold
2,075
– – 0.12% 134
2024
Q4 		$265K Hold
2,075
– – 0.12% 130
2024
Q3 		$266K Hold
2,075
– – 0.12% 135
2024
Q2 		$246K Hold
2,075
– – 0.12% 134
2024
Q1 		$251K Buy
+2,075
New +$238K 0.13% 140

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Aspen Investment Management's VYM Position: Q2 2026 in Review

Aspen Investment Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 8,715 shares worth $1.38M. The position accounts for 0.37% of the portfolio, ranked #82.

Aspen Investment Management first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Aspen Investment Management held 8,715 shares of Vanguard High Dividend Yield ETF worth $1.38M as of Q2 2026.
  • Aspen Investment Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.37% of Aspen Investment Management's portfolio in Q2 2026, its #82 holding.
  • Aspen Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.