IFG
VYMI icon

Independent Financial Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Independent Financial Group’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 		$9.43M Sell
96,011
-17,930
-16% -$1.77M 0.18% 112
2026
Q1 		$10.7M Buy
113,941
+4,459
+4% +$425K 0.24% 74
2025
Q4 		$9.85M Buy
109,482
+5,471
+5% +$475K 0.22% 86
2025
Q3 		$8.81M Buy
104,011
+13,362
+15% +$1.11M 0.21% 85
2025
Q2 		$7.26M Buy
90,649
+6,180
+7% +$473K 0.2% 93
2025
Q1 		$6.22M Sell
84,469
-3,242
-4% -$233K 0.21% 88
2024
Q4 		$5.95M Buy
87,711
+1,136
+1% +$80.3K 0.2% 100
2024
Q3 		$6.36M Buy
86,575
+7,307
+9% +$517K 0.23% 81
2024
Q2 		$5.43M Buy
79,268
+2,838
+4% +$196K 0.22% 89
2024
Q1 		$5.26M Buy
76,430
+8,395
+12% +$560K 0.24% 86
2023
Q4 		$4.52M Buy
68,035
+8,896
+15% +$559K 0.24% 97
2023
Q3 		$3.66M Buy
59,139
+9,460
+19% +$601K 0.24% 91
2023
Q2 		$3.14M Buy
49,679
+23,677
+91% +$1.5M 0.22% 98
2023
Q1 		$1.61M Sell
26,002
-2,695
-9% -$168K 0.13% 180
2022
Q4 		$1.71M Buy
28,697
+2,130
+8% +$122K 0.15% 144
2022
Q3 		$1.38M Buy
26,567
+1,534
+6% +$88.6K 0.13% 162
2022
Q2 		$1.47M Buy
25,033
+8,330
+50% +$533K 0.16% 153
2022
Q1 		$1.13M Buy
+16,703
New +$1.14M 0.09% 221

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Independent Financial Group's VYMI Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 16% in Q2 2026, selling an estimated $1.77M and leaving 96,011 shares worth $9.43M. The position accounts for 0.18% of the portfolio, ranked #112.

Independent Financial Group first reported a position in VYMI in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.7M in Q1 2026. 850 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

  • Independent Financial Group held 96,011 shares of Vanguard International High Dividend Yield ETF worth $9.43M as of Q2 2026.
  • Independent Financial Group sold 17,930 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $1.77M.
  • Vanguard International High Dividend Yield ETF made up 0.18% of Independent Financial Group's portfolio in Q2 2026, its #112 holding.
  • Independent Financial Group first reported a position in Vanguard International High Dividend Yield ETF in Q1 2022 and has held it in 18 quarters since.
  • Independent Financial Group's Vanguard International High Dividend Yield ETF position peaked at $10.7M in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.