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

Heartwood 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	$6.98M	Buy	71,040 +2,743	+4%	+$271K	0.54%	38
2026 Q1	$6.44M	Buy	68,297 +4,662	+7%	+$444K	0.56%	37
2025 Q4	$5.73M	Buy	63,635 +4,407	+7%	+$383K	0.53%	35
2025 Q3	$5.02M	Buy	59,228 +2,784	+5%	+$231K	0.47%	37
2025 Q2	$4.52M	Buy	56,444 +1,241	+2%	+$95K	0.47%	36
2025 Q1	$4.07M	Buy	55,203 +4,007	+8%	+$288K	0.46%	37
2024 Q4	$3.48M	Buy	51,196 +164	+0.3%	+$11.6K	0.39%	34
2024 Q3	$3.75M	Buy	51,032 +1,158	+2%	+$81.9K	0.41%	34
2024 Q2	$3.42M	Buy	49,874 +870	+2%	+$60.2K	0.41%	35
2024 Q1	$3.37M	Buy	49,004 +1,616	+3%	+$108K	0.42%	33
2023 Q4	$3.15M	Sell	47,388 -24	-0.1%	-$1.51K	0.42%	31
2023 Q3	$2.93M	Sell	47,412 -3,420	-7%	-$217K	0.43%	34
2023 Q2	$3.21M	Buy	50,832 +2,930	+6%	+$186K	0.46%	34
2023 Q1	$2.97M	Buy	+47,902	New	+$2.99M	0.44%	35
2022 Q3	–	Sell	-6,842	Closed	-$402K	–	120
2022 Q2	$402K	Buy	+6,842	New	+$437K	0.07%	79

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

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

Heartwood Wealth Advisors increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 4% in Q2 2026, buying an estimated $271K and bringing the position to 71,040 shares worth $6.98M. The position accounts for 0.54% of the portfolio, ranked #38.

Heartwood Wealth Advisors first reported a position in VYMI in Q2 2022 and has held it in 15 quarters since. 880 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

Heartwood Wealth Advisors held 71,040 shares of Vanguard International High Dividend Yield ETF worth $6.98M as of Q2 2026.
Heartwood Wealth Advisors bought 2,743 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $271K.
Vanguard International High Dividend Yield ETF made up 0.54% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Heartwood Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q2 2022 and has held it in 15 quarters since.
880 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.