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Capital Advisors Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Capital Advisors Wealth Management’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 		$16.5M Buy
168,070
+3,842
+2% +$380K 1.94% 14
2026
Q1 		$15.5M Buy
164,228
+3,714
+2% +$354K 2.08% 10
2025
Q4 		$14.4M Buy
160,514
+4,844
+3% +$421K 1.97% 11
2025
Q3 		$13.2M Buy
155,670
+25,685
+20% +$2.13M 1.88% 15
2025
Q2 		$10.4M Buy
129,985
+12,434
+11% +$952K 1.64% 17
2025
Q1 		$8.66M Sell
117,551
-5,142
-4% -$369K 1.53% 19
2024
Q4 		$8.33M Buy
122,693
+492
+0.4% +$34.8K 1.48% 19
2024
Q3 		$8.97M Sell
122,201
-1,588
-1% -$112K 1.65% 17
2024
Q2 		$8.48M Buy
123,789
+2,276
+2% +$158K 1.68% 18
2024
Q1 		$8.36M Buy
121,513
+5,963
+5% +$398K 1.73% 16
2023
Q4 		$7.68M Sell
115,550
-37
-0% -$2.33K 1.75% 16
2023
Q3 		$7.15M Sell
115,587
-3,336
-3% -$212K 1.87% 17
2023
Q2 		$7.52M Buy
118,923
+2,033
+2% +$129K 1.92% 16
2023
Q1 		$7.24M Buy
116,890
+2,497
+2% +$156K 2% 14
2022
Q4 		$6.81M Sell
114,393
-557
-0.5% -$32K 2.07% 15
2022
Q3 		$5.98M Buy
114,950
+5,828
+5% +$336K 1.98% 16
2022
Q2 		$6.42M Buy
109,122
+72,301
+196% +$4.62M 2.08% 14
2022
Q1 		$2.49M Buy
+36,821
New +$2.51M 0.76% 32

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

Capital Advisors Wealth Management's VYMI Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 2.3% in Q2 2026, buying an estimated $380K and bringing the position to 168,070 shares worth $16.5M. The position accounts for 1.94% of the portfolio, ranked #14.

Capital Advisors Wealth Management first reported a position in VYMI in Q1 2022 and has held it in 18 quarters since. 883 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

  • Capital Advisors Wealth Management held 168,070 shares of Vanguard International High Dividend Yield ETF worth $16.5M as of Q2 2026.
  • Capital Advisors Wealth Management bought 3,842 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $380K.
  • Vanguard International High Dividend Yield ETF made up 1.94% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q1 2022 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 Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.