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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
Q2 		$550K Buy
+5,600
New +$554K 0.14% 152
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s VYMI Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard International High Dividend Yield ETF (VYMI) in Q2 2026: 5,600 shares worth $550K. The stake represents 0.14% of the portfolio and ranks #152 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VYMI as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VYMI in Q4 2025 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 5,600 shares of Vanguard International High Dividend Yield ETF worth $550K as of Q2 2026.
  • Vanguard International High Dividend Yield ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Vanguard International High Dividend Yield ETF made up 0.14% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #152 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Vanguard International High Dividend Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 883 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.