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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
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

Cherry Tree Wealth Management's VYMI Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.62% in Q1 2026, selling an estimated $52.7K and leaving 87,939 shares worth $8.29M. The position accounts for 1.75% of the portfolio, ranked #19.

Cherry Tree Wealth Management first reported a position in VYMI in Q2 2023 and has held it in 12 quarters since. 831 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

  • Cherry Tree Wealth Management held 87,939 shares of Vanguard International High Dividend Yield ETF worth $8.29M as of Q1 2026.
  • Cherry Tree Wealth Management sold 553 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $52.7K.
  • Vanguard International High Dividend Yield ETF made up 1.75% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q2 2023 and has held it in 12 quarters since.
  • 831 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.