EP Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

EP Wealth Advisors’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 Q2	$4.51M	Buy	45,974 +9,688	+27%	+$958K	0.02%	404
2026 Q1	$3.42M	Sell	36,286 -6,102	-14%	-$582K	0.02%	370
2025 Q4	$3.81M	Buy	+42,388	New	+$3.68M	0.02%	323
2025 Q2	$3.87M	Buy	48,270 +13,729	+40%	+$1.05M	0.03%	301
2025 Q1	$2.55M	Sell	34,541 -678	-2%	-$48.7K	0.02%	325
2024 Q4	$2.39M	Buy	35,219 +11,634	+49%	+$823K	0.02%	330
2024 Q3	$1.73M	Buy	23,585 +7,619	+48%	+$539K	0.01%	386
2024 Q2	$1.09M	Buy	15,966 +104	+0.7%	+$7.2K	0.01%	374
2024 Q1	$1.09M	Buy	15,862 +1,331	+9%	+$88.8K	0.01%	365
2023 Q4	$966K	Buy	14,531 +3,575	+33%	+$225K	0.01%	371
2023 Q3	$678K	Buy	+10,956	New	+$696K	0.01%	399

Other funds holding VYMI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EP Wealth Advisors's VYMI Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 27% in Q2 2026, buying an estimated $958K and bringing the position to 45,974 shares worth $4.51M. The position accounts for 0.02% of the portfolio, ranked #404.

EP Wealth Advisors first reported a position in VYMI in Q3 2023 and has held it in 11 quarters since. 880 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

EP Wealth Advisors held 45,974 shares of Vanguard International High Dividend Yield ETF worth $4.51M as of Q2 2026.
EP Wealth Advisors bought 9,688 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $958K.
Vanguard International High Dividend Yield ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #404 holding.
EP Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q3 2023 and has held it in 11 quarters since.
880 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.