GIA
VYMI icon

Gladstone Institutional Advisory’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Gladstone Institutional Advisory’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 		$222K Buy
2,357
+62
+3% +$5.91K 0.01% 770
2025
Q4 		$207K Buy
+2,295
New +$199K 0.01% 750
2024
Q4 		– Sell
-2,786
Closed -$205K – 748
2024
Q3 		$205K Buy
+2,786
New +$197K 0.01% 654
2024
Q2 		– Sell
-20,093
Closed -$1.38M – 698
2024
Q1 		$1.38M Buy
20,093
+1,601
+9% +$107K 0.08% 263
2023
Q4 		$1.23M Buy
+18,492
New +$1.16M 0.07% 262
2019
Q2 		– Sell
-4,166
Closed -$254K – 295
2019
Q1 		$254K Sell
4,166
-248
-6% -$14.9K 0.09% 169
2018
Q4 		$248K Buy
+4,414
New +$260K 0.14% 144

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return