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Beta Wealth Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Beta Wealth Group’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
Q2 		$7.66M Sell
78,018
-1,814
-2% -$179K 2.87% 12
2026
Q1 		$7.52M Sell
79,832
-1,115
-1% -$106K 3.11% 10
2025
Q4 		$7.29M Buy
80,947
+2,513
+3% +$218K 2.93% 10
2025
Q3 		$6.64M Buy
78,434
+29,872
+62% +$2.48M 2.62% 13
2025
Q2 		$3.89M Sell
48,562
-1,348
-3% -$103K 1.42% 25
2025
Q1 		$3.68M Buy
49,910
+12,106
+32% +$869K 1.32% 28
2024
Q4 		$2.57M Buy
37,804
+325
+0.9% +$23K 1.14% 28
2024
Q3 		$2.75M Sell
37,479
-2,420
-6% -$171K 1.24% 27
2024
Q2 		$2.73M Buy
39,899
+72
+0.2% +$4.98K 1.3% 26
2024
Q1 		$2.74M Sell
39,827
-2,384
-6% -$159K 1.33% 26
2023
Q4 		$2.81M Sell
42,211
-13,051
-24% -$821K 1.47% 24
2023
Q3 		$3.42M Sell
55,262
-590
-1% -$37.5K 2.02% 15
2023
Q2 		$3.53M Sell
55,852
-5,982
-10% -$379K 2.04% 16
2023
Q1 		$3.83M Buy
61,834
+1,351
+2% +$84.3K 2.19% 14
2022
Q4 		$3.6M Buy
60,483
+5,707
+10% +$327K 2.42% 15
2022
Q3 		$2.85M Buy
+54,776
New +$3.16M 2.05% 19
2022
Q2 		– Sell
-6,605
Closed -$447K – 97
2022
Q1 		$447K Buy
+6,605
New +$450K 0.3% 49
2021
Q1 		– Sell
-125,280
Closed -$7.62M – 64
2020
Q4 		$7.62M Buy
+125,280
New +$7.1M 6.54% 2

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beta Wealth Group's VYMI Position: Q2 2026 in Review

Beta Wealth Group reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 2.3% in Q2 2026, selling an estimated $179K and leaving 78,018 shares worth $7.66M. The position accounts for 2.87% of the portfolio, ranked #12.

Beta Wealth Group first reported a position in VYMI in Q4 2020 and has held it in 18 quarters since. 883 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

  • Beta Wealth Group held 78,018 shares of Vanguard International High Dividend Yield ETF worth $7.66M as of Q2 2026.
  • Beta Wealth Group sold 1,814 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $179K.
  • Vanguard International High Dividend Yield ETF made up 2.87% of Beta Wealth Group's portfolio in Q2 2026, its #12 holding.
  • Beta Wealth Group first reported a position in Vanguard International High Dividend Yield ETF in Q4 2020 and has held it in 18 quarters since.
  • 883 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.