Carson Wealth (CWM LLC)
VYMI icon

Carson Wealth (CWM LLC)’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Carson Wealth (CWM LLC)’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 		$63.4M Buy
673,221
+54,040
+9% +$5.15M 0.17% 127
2025
Q4 		$55.7M Sell
619,181
-22,478
-4% -$1.95M 0.15% 129
2025
Q3 		$54.3M Sell
641,659
-26,831
-4% -$2.22M 0.16% 122
2025
Q2 		$53.6M Sell
668,490
-19,227
-3% -$1.47M 0.19% 106
2025
Q1 		$50.7M Sell
687,717
-2,478
-0.4% -$178K 0.2% 103
2024
Q4 		$46.9M Buy
690,195
+3,244
+0.5% +$229K 0.19% 98
2024
Q3 		$50.4M Sell
686,951
-14,637
-2% -$1.03M 0.22% 93
2024
Q2 		$48.1M Sell
701,588
-49,283
-7% -$3.41M 0.23% 87
2024
Q1 		$51.7M Sell
750,871
-7,128
-0.9% -$475K 0.25% 77
2023
Q4 		$50.4M Sell
757,999
-63,931
-8% -$4.02M 0.27% 71
2023
Q3 		$50.9M Sell
821,930
-8,429
-1% -$536K 0.31% 66
2023
Q2 		$52.5M Buy
830,359
+3,719
+0.4% +$236K 0.32% 59
2023
Q1 		$51.2M Buy
826,640
+114,237
+16% +$7.13M 0.35% 55
2022
Q4 		$42.4M Buy
712,403
+3,527
+0.5% +$202K 0.31% 63
2022
Q3 		$36.9M Buy
708,876
+94,923
+15% +$5.48M 0.29% 63
2022
Q2 		$36.1M Buy
613,953
+69,451
+13% +$4.44M 0.28% 68
2022
Q1 		$36.8M Buy
544,502
+86,520
+19% +$5.89M 0.26% 66
2021
Q4 		$30.8M Buy
+457,982
New +$30.8M 0.22% 88
2021
Q2 		$23.5M Hold
345,523
– – 0.19% 111
2021
Q1 		$23.5M Hold
345,523
– – 0.19% 111
2020
Q4 		$23.5M Hold
345,523
– – 0.19% 111
2020
Q3 		$23.5M Hold
345,523
– – 0.19% 111
2020
Q2 		$23.5M Hold
345,523
– – 0.19% 111
2020
Q1 		$23.5M Hold
345,523
– – 0.19% 111
2019
Q4 		$23.5M Hold
345,523
– – 0.19% 111
2019
Q3 		$23.5M Hold
345,523
– – 0.19% 111
2019
Q2 		$23.5M Hold
345,523
– – 0.19% 111
2019
Q1 		$23.5M Buy
+345,523
New +$20.8M 0.19% 111

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

Carson Wealth (CWM LLC)'s VYMI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 8.7% in Q1 2026, buying an estimated $5.15M and bringing the position to 673,221 shares worth $63.4M. The position accounts for 0.17% of the portfolio, ranked #127.

Carson Wealth (CWM LLC) first reported a position in VYMI in Q1 2019 and has held it in 28 quarters since. 831 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 673,221 shares of Vanguard International High Dividend Yield ETF worth $63.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 54,040 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $5.15M.
  • Vanguard International High Dividend Yield ETF made up 0.17% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #127 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard International High Dividend Yield ETF in Q1 2019 and has held it in 28 quarters since.
  • 831 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.