Beacon Financial Advisory’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Beacon Financial Advisory’s Portfolio VYMI Stock Details VYMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$556K	Buy	5,898 +73	+1%	+$6.96K	0.13%	205
2025 Q4	$524K	Buy	5,825 +3	+0.1%	+$261	0.12%	210
2025 Q3	$493K	Buy	5,822 +151	+3%	+$12.5K	0.11%	212
2025 Q2	$454K	Buy	5,671 +1,601	+39%	+$123K	0.12%	215
2025 Q1	$300K	Buy	4,070 +795	+24%	+$57.1K	0.09%	244
2024 Q4	$222K	Sell	3,275 -328	-9%	-$23.2K	0.07%	269
2024 Q3	$265K	Buy	+3,603	New	+$255K	0.09%	241

Other funds holding VYMI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Beacon Financial Advisory's VYMI Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 1.3% in Q1 2026, buying an estimated $6.96K and bringing the position to 5,898 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #205.

Beacon Financial Advisory first reported a position in VYMI in Q3 2024 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

Beacon Financial Advisory held 5,898 shares of Vanguard International High Dividend Yield ETF worth $556K as of Q1 2026.
Beacon Financial Advisory bought 73 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $6.96K.
Vanguard International High Dividend Yield ETF made up 0.13% of Beacon Financial Advisory's portfolio in Q1 2026, its #205 holding.
Beacon Financial Advisory first reported a position in Vanguard International High Dividend Yield ETF in Q3 2024 and has held it in 7 quarters since.
827 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.