Holistic Planning’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Holistic Planning’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	$251K	Buy	2,554 +21	+0.8%	+$2.08K	0.04%	301
2026 Q1	$239K	Buy	+2,533	New	+$241K	0.05%	269
2024 Q4	–	Sell	-3,004	Closed	-$221K	–	179
2024 Q3	$221K	Sell	3,004 -1,367	-31%	-$96.7K	0.09%	143
2024 Q2	$301K	Hold	4,371	–	–	0.23%	84
2024 Q1	$301K	Sell	4,371 -742	-15%	-$49.5K	0.23%	84
2023 Q4	$340K	Buy	+5,113	New	+$321K	0.29%	76

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

Holistic Planning's VYMI Position: Q2 2026 in Review

Holistic Planning increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.83% in Q2 2026, buying an estimated $2.08K and bringing the position to 2,554 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #301.

Holistic Planning first reported a position in VYMI in Q4 2023 and has held it in 6 quarters since. The position peaked at $340K in Q4 2023. 880 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

Holistic Planning held 2,554 shares of Vanguard International High Dividend Yield ETF worth $251K as of Q2 2026.
Holistic Planning bought 21 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $2.08K.
Vanguard International High Dividend Yield ETF made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #301 holding.
Holistic Planning first reported a position in Vanguard International High Dividend Yield ETF in Q4 2023 and has held it in 6 quarters since.
Holistic Planning's Vanguard International High Dividend Yield ETF position peaked at $340K in Q4 2023.
880 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.