Institute for Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Institute for Wealth Management’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	$174K	Buy	+1,773	New	+$175K	0.02%	545
2020 Q1	–	Sell	-261	Closed	-$17K	–	677
2019 Q4	$17K	Buy	+261	New	+$16.1K	﹤0.01%	574
2018 Q4	–	Sell	-14,727	Closed	-$928K	–	354
2018 Q3	$928K	Sell	14,727 -9,475	-39%	-$596K	0.31%	108
2018 Q2	$1.51M	Buy	24,202 +6,499	+37%	+$426K	0.48%	68
2018 Q1	$1.17M	Sell	17,703 -10,757	-38%	-$734K	0.35%	101
2017 Q4	$1.94M	Buy	28,460 +16,051	+129%	+$1.06M	0.45%	58
2017 Q3	$815K	Buy	12,409 +372	+3%	+$24K	0.27%	131
2017 Q2	$753K	Buy	+12,037	New	+$748K	0.21%	156

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

Institute for Wealth Management's VYMI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard International High Dividend Yield ETF (VYMI) in Q2 2026: 1,773 shares worth $174K. The stake represents 0.02% of the portfolio and ranks #545 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VYMI as recently as Q4 2019.

Institute for Wealth Management first reported a position in VYMI in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.94M in Q4 2017. 883 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

Institute for Wealth Management held 1,773 shares of Vanguard International High Dividend Yield ETF worth $174K as of Q2 2026.
Vanguard International High Dividend Yield ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard International High Dividend Yield ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #545 holding.
Institute for Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q2 2017 and has held it in 8 quarters since.
Institute for Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $1.94M in Q4 2017.
883 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.