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 Q3	$7.21M	Buy	71,324 +284	+0.4%	+$29.3K	0.57%	37
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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Heartwood Wealth Advisors's VYMI Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.4% in Q3 2026, buying an estimated $29.3K and bringing the position to 71,324 shares worth $7.21M. The position accounts for 0.57% of the portfolio, ranked #37.

Heartwood Wealth Advisors first reported a position in VYMI in Q2 2022 and has held it in 16 quarters since. 39 funds tracked by Wall St. Rank hold VYMI as of Q3 2026.

Heartwood Wealth Advisors held 71,324 shares of Vanguard International High Dividend Yield ETF worth $7.21M as of Q3 2026.
Heartwood Wealth Advisors bought 284 Vanguard International High Dividend Yield ETF shares in Q3 2026, an estimated $29.3K.
Vanguard International High Dividend Yield ETF made up 0.57% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Heartwood Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q2 2022 and has held it in 16 quarters since.
39 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.