STEEL GROVE CAPITAL ADVISORS, LLC VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

Ownership history in STEEL GROVE CAPITAL ADVISORS, LLC  ·  4 quarters on record

AI Ownership Summary

STEEL GROVE CAPITAL ADVISORS, LLC reported VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VYMI) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows VYMI at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VYMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEEL GROVE CAPITAL ADVISORS, LLC's position in VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VYMI was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEEL GROVE CAPITAL ADVISORS, LLC held VYMI — position size vs. price
% of Fund (quarterly)    VYMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 25,040 0% 0.23% $2.5M 2026-07-28 $102.44
2026 Q1 ADDED 25,040 +20,361 +435.2% 0.25% $2.4M 2026-05-07 $97.75
2025 Q4 REDUCED 94.7% +5.5% 4,679 -83,761 -94.7% 0.04% $421K 2026-02-09 $97.15
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STEEL GROVE CAPITAL ADVISORS, LLC and VYMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEEL GROVE CAPITAL ADVISORS, LLC reported owning VYMI?

STEEL GROVE CAPITAL ADVISORS, LLC reported VYMI across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported VYMI position in STEEL GROVE CAPITAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VYMI was 0.25% in 2026 Q1.

What is the latest reported VYMI position on this page?

The most recent filing on this page is 2026 Q2, when STEEL GROVE CAPITAL ADVISORS, LLC reported 25,040 shares, equal to 0.23% of portfolio, with an estimated market value of $2.5M.

What does the chart on this VYMI ownership page compare?

The chart compares STEEL GROVE CAPITAL ADVISORS, LLC's quarterly VYMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STEEL GROVE CAPITAL ADVISORS, LLC time their VYMI position?

Based on 13F filing dates vs. subsequent VYMI price moves, STEEL GROVE CAPITAL ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%).

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