Concord Wealth Partners’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Concord Wealth Partners’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	$236K	Hold	2,500	–	–	0.03%	185
2025 Q4	$225K	Hold	2,500	–	–	0.03%	184
2025 Q3	$212K	Buy	2,500 +500	+25%	+$41.4K	0.03%	186
2025 Q2	$160K	Sell	2,000 -10	-0.5%	-$765	0.02%	220
2025 Q1	$148K	Buy	2,010 +10	+0.5%	+$718	0.02%	211
2024 Q4	$136K	Hold	2,000	–	–	0.02%	224
2024 Q3	$147K	Hold	2,000	–	–	0.02%	227
2024 Q2	$137K	Hold	2,000	–	–	0.02%	222
2024 Q1	$138K	Sell	2,000 -235	-11%	-$15.7K	0.02%	242
2023 Q4	$149K	Hold	2,235	–	–	0.03%	238
2023 Q3	$138K	Hold	2,235	–	–	0.03%	238
2023 Q2	$141K	Buy	2,235 +200	+10%	+$12.7K	0.03%	228
2023 Q1	$126K	Buy	2,035 +1,800	+766%	+$112K	0.04%	222
2022 Q4	$14K	Buy	+235	New	+$13.5K	﹤0.01%	587
2022 Q3	–	Sell	-407	Closed	-$24K	–	1146
2022 Q2	$24K	Hold	407	–	–	0.01%	511
2022 Q1	$28K	Buy	407 +177	+77%	+$12K	0.01%	563
2021 Q4	$15K	Buy	+230	New	+$15.5K	﹤0.01%	703

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 $666B 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 $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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

Concord Wealth Partners's VYMI Position: Q1 2026 in Review

Concord Wealth Partners held its Vanguard International High Dividend Yield ETF (VYMI) position steady in Q1 2026 at 2,500 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #185.

Concord Wealth Partners first reported a position in VYMI in Q4 2021 and has held it in 17 quarters since. 825 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

Concord Wealth Partners held 2,500 shares of Vanguard International High Dividend Yield ETF worth $236K as of Q1 2026.
Concord Wealth Partners left its Vanguard International High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard International High Dividend Yield ETF made up 0.03% of Concord Wealth Partners's portfolio in Q1 2026, its #185 holding.
Concord Wealth Partners first reported a position in Vanguard International High Dividend Yield ETF in Q4 2021 and has held it in 17 quarters since.
825 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.