VTN ETF

VTN ETF
$9.97
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Fund Essentials - as of Jun 30, 2026

Net Assets
$3,218.67
Expense Ratio
2.69%
Dividend Yield (Current)
7.94%
Holdings
197
Inception Date
Mar 27, 1992
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.86%
1 Year+9.82%
3 Year+2.16%
5 Year-1.45%
10 Year+0.95%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Hickory Chase Community Authority 5 12/01/20404.32%
-Woodmen Heights Metropolitan District No 2 6.25 12/15/2040 6.25 2040-12-153.49%
-Sheridan Station West Metropolitan District 7 12/15/20512.95%
-Florida Development Finance Corp 5.5 07/01/20532.69%
-California School Finance Authority 6.5 07/01/20502.25%
Top 10 Concentration: 24.43%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
7.94%
Frequency
Monthly
Latest Distribution
$0.07
Sep 14, 2026
12M Distributions
12 payments
Total: $0.82

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

VTN ETF Overview

VTN ETF (Invesco Trust for Investment Grade New York Municipals) is managed by Invesco (US) with $3,218.67 in net assets. VTN expense ratio is 2.69%, holding 197 positions across sectors including Consumer Discretionary. Inception date: 1992-03-27.

VTN performance shows a YTD return of 0.86%. The 1-year return is 9.82% and the 5-year return is -1.45%. VTN dividend yield stands at 7.94%, paid monthly.

VTN top holdings include Hickory Chase Community Authority 5 12/01/2040 (4.3%), Woodmen Heights Metropolitan District No 2 6.25 12/15/2040 6.25 2040-12-15 (3.5%), Sheridan Station West Metropolitan District 7 12/15/2051 (3.0%), Florida Development Finance Corp 5.5 07/01/2053 (2.7%), California School Finance Authority 6.5 07/01/2050 (2.3%). Go to all VTN holdings, VTN sectors, or VTN dividends.

VTN can be compared against other funds. Use VTN overlap to find shared positions, or VTN vs another fund for a side-by-side view. VTN alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-3.49%
YTD
+0.86%
1 Year
+9.82%
3 Year
+2.16%

Top 10 Holdings (24.4% of portfolio)

#TickerNameSectorWeight
1-Hickory Chase Community Authority 5 12/01/2040Other4.32%
2-Woodmen Heights Metropolitan District No 2 6.25 12/15/2040 6.25 2040-12-15Other3.49%
3-Sheridan Station West Metropolitan District 7 12/15/2051Other2.95%
4-Florida Development Finance Corp 5.5 07/01/2053Other2.69%
5-California School Finance Authority 6.5 07/01/2050Other2.25%
6-City Of Aubrey Tx 6 09/01/2053Other2.22%
7-Naturewalk Community Development District 5.5 05/01/2038Other1.80%
8-Madeira Community Development District 5.8 05/01/2055Other1.63%
9-Cleveland-Cuyahoga County Port Authority 5.875 01/01/2049Other1.56%
10-V-Dana Community Development District 5.25 05/01/2043Other1.52%