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Heritage Wealth Management (Ohio)’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-5,600
Closed -$504K – 259
2025
Q4 		$504K Buy
+5,600
New +$486K 0.14% 154

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 $666B 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 $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Heritage Wealth Management (Ohio)'s VYMI Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2026, closing a stake of 5,600 shares — an estimated $504K sold.

Heritage Wealth Management (Ohio) first reported a position in VYMI in Q4 2025 and held it in 1 quarter. The position peaked at $504K in Q4 2025. 825 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 5,600 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $504K.
  • Heritage Wealth Management (Ohio) first reported a position in Vanguard International High Dividend Yield ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Vanguard International High Dividend Yield ETF position peaked at $504K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.