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Aspiriant LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Aspiriant LLC’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 		$1.94M Sell
12,287
-862
-7% -$135K 0.05% 118
2026
Q1 		$1.95M Buy
13,149
+254
+2% +$38.2K 0.06% 112
2025
Q4 		$1.85M Buy
12,895
+1,262
+11% +$179K 0.05% 120
2025
Q3 		$1.64M Buy
11,633
+9
+0.1% +$1.24K 0.05% 113
2025
Q2 		$1.55M Sell
11,624
-295
-2% -$37.4K 0.05% 120
2025
Q1 		$1.54M Buy
11,919
+9
+0.1% +$1.18K 0.05% 110
2024
Q4 		$1.52M Buy
11,910
+1,594
+15% +$208K 0.05% 115
2024
Q3 		$1.32M Buy
10,316
+1,633
+19% +$202K 0.05% 122
2024
Q2 		$1.03M Buy
8,683
+206
+2% +$24.4K 0.04% 136
2024
Q1 		$1.03M Sell
8,477
-102
-1% -$11.7K 0.04% 147
2023
Q4 		$958K Sell
8,579
-1,298
-13% -$136K 0.04% 148
2023
Q3 		$1.02M Hold
9,877
– – 0.05% 131
2023
Q2 		$1.05M Hold
9,877
– – 0.05% 130
2023
Q1 		$1.04M Sell
9,877
-187
-2% -$20.1K 0.05% 130
2022
Q4 		$1.09M Buy
10,064
+5,620
+126% +$598K 0.06% 123
2022
Q3 		$421K Sell
4,444
-10,103
-69% -$1.05M 0.02% 184
2022
Q2 		$1.48M Sell
14,547
-297
-2% -$32.2K 0.07% 95
2022
Q1 		$1.67M Buy
14,844
+12,764
+614% +$1.42M 0.09% 94
2021
Q4 		$233K Hold
2,080
– – 0.01% 250
2021
Q3 		$215K Sell
2,080
-97
-4% -$10.3K 0.01% 221
2021
Q2 		$228K Buy
2,177
+97
+5% +$10.2K 0.01% 220
2021
Q1 		$211K Buy
+2,080
New +$201K 0.01% 197
2020
Q2 		– Sell
-5,556
Closed -$392K – 197
2020
Q1 		$392K Sell
5,556
-2,976
-35% -$256K 0.04% 139
2019
Q4 		$800K Sell
8,532
-59,122
-87% -$5.36M 0.07% 107
2019
Q3 		$6M Buy
67,654
+146
+0.2% +$12.8K 0.54% 36
2019
Q2 		$5.9M Sell
67,508
-1,350
-2% -$117K 0.49% 39
2019
Q1 		$5.9M Buy
68,858
+2,420
+4% +$202K 0.48% 41
2018
Q4 		$5.18M Sell
66,438
-1,397
-2% -$117K 0.39% 44
2018
Q3 		$5.91M Buy
67,835
+59,712
+735% +$5.17M 0.51% 39
2018
Q2 		$675K Sell
8,123
-280
-3% -$23.4K 0.06% 139
2018
Q1 		$693K Buy
+8,403
New +$722K 0.06% 127
2017
Q4 		– Sell
-14,105
Closed -$1.14M – 185
2017
Q3 		$1.14M Buy
+14,105
New +$1.12M 0.1% 100
2017
Q2 		– Sell
-26,880
Closed -$2.09M – 230
2017
Q1 		$2.09M Sell
26,880
-10,055
-27% -$776K 0.18% 79
2016
Q4 		$2.8M Buy
36,935
+4,196
+13% +$308K 0.25% 58
2016
Q3 		$2.36M Buy
32,739
+25,119
+330% +$1.82M 0.24% 63
2016
Q2 		$513K Sell
7,620
-555
-7% -$38.8K 0.05% 136
2016
Q1 		$564K Buy
8,175
+2,190
+37% +$143K 0.05% 129
2015
Q4 		$399K Buy
+5,985
New +$402K 0.04% 64

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

Aspiriant LLC's VYM Position: Q2 2026 in Review

Aspiriant LLC reduced its Vanguard High Dividend Yield ETF (VYM) stake by 6.6% in Q2 2026, selling an estimated $135K and leaving 12,287 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #118.

Aspiriant LLC first reported a position in VYM in Q4 2015 and has held it in 38 quarters since. The position peaked at $6M in Q3 2019. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Aspiriant LLC held 12,287 shares of Vanguard High Dividend Yield ETF worth $1.94M as of Q2 2026.
  • Aspiriant LLC sold 862 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $135K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Aspiriant LLC's portfolio in Q2 2026, its #118 holding.
  • Aspiriant LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 38 quarters since.
  • Aspiriant LLC's Vanguard High Dividend Yield ETF position peaked at $6M in Q3 2019.
  • 2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.