Edge Capital Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Edge Capital Group’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
2024 Q4	$2.05M	Sell	542 -29,717	-98%	-$2.1M	0.09%	125
2024 Q3	$2.22M	Sell	30,259 -2,784	-8%	-$197K	0.1%	120
2024 Q2	$2.26M	Hold	33,043	–	–	0.11%	118
2024 Q1	$2.27M	Sell	33,043 -3,871	-10%	-$258K	0.11%	120
2023 Q4	$2.45M	Hold	36,914	–	–	0.14%	116
2023 Q3	$2.28M	Hold	36,914	–	–	0.15%	111
2023 Q2	$2.33M	Sell	36,914 -536	-1%	-$33.9K	0.13%	126
2023 Q1	$2.32M	Hold	37,450	–	–	0.14%	117
2022 Q4	$2.23M	Buy	+37,450	New	+$2.15M	0.16%	101
2020 Q2	–	Sell	-10,725	Closed	-$486K	–	233
2020 Q1	$486K	Hold	10,725	–	–	0.06%	146
2019 Q4	$684K	Hold	10,725	–	–	0.07%	147
2019 Q3	$637K	Hold	10,725	–	–	0.06%	149
2019 Q2	$658K	Hold	10,725	–	–	0.06%	154
2019 Q1	$653K	Buy	+10,725	New	+$645K	0.06%	151

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Capital Group's VYMI Position: Q4 2024 in Review

Edge Capital Group reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 98% in Q4 2024, selling an estimated $2.1M and leaving 542 shares worth $2.05M. The position accounts for 0.09% of the portfolio, ranked #125.

Edge Capital Group first reported a position in VYMI in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.45M in Q4 2023. 580 funds tracked by Wall St. Rank hold VYMI as of Q4 2024.

Edge Capital Group held 542 shares of Vanguard International High Dividend Yield ETF worth $2.05M as of Q4 2024.
Edge Capital Group sold 29,717 Vanguard International High Dividend Yield ETF shares in Q4 2024, an estimated $2.1M.
Vanguard International High Dividend Yield ETF made up 0.09% of Edge Capital Group's portfolio in Q4 2024, its #125 holding.
Edge Capital Group first reported a position in Vanguard International High Dividend Yield ETF in Q1 2019 and has held it in 14 quarters since.
Edge Capital Group's Vanguard International High Dividend Yield ETF position peaked at $2.45M in Q4 2023.
580 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.