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Carl Stuart Investment Advisor’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-6,010
Closed -$566K – 29
2026
Q1 		$566K Buy
+6,010
New +$573K 0.25% 16

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

Carl Stuart Investment Advisor's VYMI Position: Q2 2026 in Review

Carl Stuart Investment Advisor sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2026, closing a stake of 6,010 shares — an estimated $566K sold.

Carl Stuart Investment Advisor first reported a position in VYMI in Q1 2026 and held it in 1 quarter. The position peaked at $566K in Q1 2026. 880 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

  • Carl Stuart Investment Advisor reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 6,010 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $566K.
  • Carl Stuart Investment Advisor first reported a position in Vanguard International High Dividend Yield ETF in Q1 2026 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Vanguard International High Dividend Yield ETF position peaked at $566K in Q1 2026.
  • 880 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.