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

Forvis Mazars 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
2025 Q2	–	Sell	-3,479	Closed	-$256K	–	412
2025 Q1	$256K	Hold	3,479	–	–	0.01%	356
2024 Q4	$236K	Hold	3,479	–	–	0.01%	403
2024 Q3	$255K	Hold	3,479	–	–	0.01%	401
2024 Q2	$238K	Sell	3,479 -1,179	-25%	-$81.6K	0.01%	380
2024 Q1	$320K	Sell	4,658 -500	-10%	-$33.3K	0.01%	339
2023 Q4	$343K	Sell	5,158 -266	-5%	-$16.7K	0.01%	322
2023 Q3	$336K	Hold	5,424	–	–	0.01%	316
2023 Q2	$343K	Buy	5,424 +79	+1%	+$5K	0.01%	341
2023 Q1	$331K	Hold	5,345	–	–	0.01%	320
2022 Q4	$318K	Buy	5,345 +90	+2%	+$5.16K	0.01%	316
2022 Q3	$273K	Sell	5,255 -312	-6%	-$18K	0.01%	329
2022 Q2	$327K	Buy	5,567 +437	+9%	+$27.9K	0.01%	309
2022 Q1	$347K	Hold	5,130	–	–	0.01%	225
2021 Q4	$345K	Hold	5,130	–	–	0.01%	211
2021 Q3	$339K	Hold	5,130	–	–	0.02%	212
2021 Q2	$349K	Buy	5,130 +850	+20%	+$58.3K	0.02%	207
2021 Q1	$280K	Buy	+4,280	New	+$275K	0.01%	232
2020 Q4	–	Sell	-10,898	Closed	-$567K	–	362
2020 Q3	$567K	Sell	10,898 -10,118	-48%	-$543K	0.03%	194
2020 Q2	$1.08M	Buy	21,016 +872	+4%	+$42.6K	0.07%	124
2020 Q1	$912K	Sell	20,144 -952	-5%	-$54.3K	0.07%	115
2019 Q4	$1.35M	Buy	21,096 +2,065	+11%	+$128K	0.1%	107
2019 Q3	$1.13M	Buy	19,031 +98	+0.5%	+$5.82K	0.09%	111
2019 Q2	$1.16M	Sell	18,933 -99	-0.5%	-$6.06K	0.09%	108
2019 Q1	$1.16M	Buy	19,032 +2,612	+16%	+$157K	0.1%	105
2018 Q4	$924K	Buy	16,420 +165	+1%	+$9.71K	0.09%	97
2018 Q3	$1.02M	Buy	16,255 +1,888	+13%	+$119K	0.09%	102
2018 Q2	$894K	Buy	14,367 +7,633	+113%	+$500K	0.09%	106
2018 Q1	$447K	Buy	+6,734	New	+$460K	0.04%	159

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

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

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

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

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

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

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

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

Forvis Mazars Wealth Advisors's VYMI Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2025, closing a stake of 3,479 shares — an estimated $256K sold.

Forvis Mazars Wealth Advisors first reported a position in VYMI in Q1 2018 and held it in 28 quarters. The position peaked at $1.35M in Q4 2019. 637 funds tracked by Wall St. Rank hold VYMI as of Q2 2025.

Forvis Mazars Wealth Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 3,479 Vanguard International High Dividend Yield ETF shares in Q2 2025, an estimated $256K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q1 2018 and held it in 28 quarters.
Forvis Mazars Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $1.35M in Q4 2019.
637 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.