Kovitz Investment Group Partners
VYMI icon

Kovitz Investment Group Partners’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-8,090
Closed -$685K – 1325
2025
Q3 		$685K Buy
8,090
+1,933
+31% +$160K ﹤0.01% 940
2025
Q2 		$493K Buy
+6,157
New +$471K ﹤0.01% 975

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's VYMI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2025, closing a stake of 8,090 shares — an estimated $685K sold.

Kovitz Investment Group Partners first reported a position in VYMI in Q2 2025 and held it in 2 quarters. The position peaked at $685K in Q3 2025. 779 funds tracked by Wall St. Rank hold VYMI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,090 Vanguard International High Dividend Yield ETF shares in Q4 2025, an estimated $685K.
  • Kovitz Investment Group Partners first reported a position in Vanguard International High Dividend Yield ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Vanguard International High Dividend Yield ETF position peaked at $685K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.