Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CTWM
Cherry Tree Wealth Management’s
Vanguard International High Dividend Yield ETF
VYMI
Stock Holding History
Cherry Tree 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
Q1
$8.29M
Sell
87,939
-553
-0.6%
-$52.7K
1.75%
19
2025
Q4
$7.96M
Buy
88,492
+943
+1%
+$81.9K
1.68%
18
2025
Q3
$7.41M
Buy
87,549
+6
+0%
+$497
1.63%
18
2025
Q2
$7.01M
Sell
87,543
-1,105
-1%
-$84.6K
1.63%
18
2025
Q1
$6.53M
Sell
88,648
-951
-1%
-$68.3K
1.58%
17
2024
Q4
$6.08M
Sell
89,599
-1,562
-2%
-$110K
1.51%
17
2024
Q3
$6.69M
Sell
91,161
-808
-0.9%
-$57.1K
1.59%
18
2024
Q2
$6.3M
Buy
91,969
+583
+0.6%
+$40.4K
1.58%
19
2024
Q1
$6.29M
Sell
91,386
-441
-0.5%
-$29.4K
1.58%
19
2023
Q4
$6.11M
Sell
91,827
-1,420
-2%
-$89.3K
1.63%
19
2023
Q3
$5.77M
Buy
93,247
+3,353
+4%
+$213K
1.69%
19
2023
Q2
$5.68M
Buy
+89,894
New
+$5.69M
1.65%
19
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
$564B 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
$57.2B AUM
18.32%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close