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JIC
Joel Isaacson & Co’s
Vanguard International High Dividend Yield ETF
VYMI
Stock Holding History
Joel Isaacson & Co’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
$17.8M
Buy
189,170
+56,883
+43%
+$5.42M
0.59%
28
2025
Q4
$11.9M
Buy
132,287
+57,918
+78%
+$5.03M
0.39%
33
2025
Q3
$6.3M
Buy
74,369
+24,432
+49%
+$2.03M
0.23%
53
2025
Q2
$4M
Buy
49,937
+29,911
+149%
+$2.29M
0.16%
63
2025
Q1
$1.48M
Buy
20,026
+4,205
+27%
+$302K
0.07%
120
2024
Q4
$1.07M
Buy
15,821
+731
+5%
+$51.7K
0.05%
144
2024
Q3
$1.11M
Buy
15,090
+51
+0.3%
+$3.61K
0.05%
132
2024
Q2
$1.03M
Sell
15,039
-213
-1%
-$14.7K
0.05%
131
2024
Q1
$1.05M
Sell
15,252
-795
-5%
-$53K
0.06%
130
2023
Q4
$1.07M
Sell
16,047
-291
-2%
-$18.3K
0.07%
118
2023
Q3
$1.01M
Buy
16,338
+5,965
+58%
+$379K
0.07%
116
2023
Q2
$656K
Buy
10,373
+1,689
+19%
+$107K
0.04%
160
2023
Q1
$538K
Buy
8,684
+3,967
+84%
+$248K
0.04%
177
2022
Q4
$281K
Buy
4,717
+52
+1%
+$2.98K
0.02%
258
2022
Q3
$243K
Buy
4,665
+61
+1%
+$3.52K
0.02%
262
2022
Q2
$271K
Buy
+4,604
New
+$294K
0.02%
250
Other funds holding VYMI
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New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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