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

Level 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 Q1	$466K	Buy	4,945 +33	+0.7%	+$3.15K	0.22%	35
2025 Q4	$442K	Sell	4,912 -421	-8%	-$36.6K	0.23%	32
2025 Q3	$452K	Buy	5,333 +34	+0.6%	+$2.82K	0.24%	34
2025 Q2	$424K	Buy	5,299 +56	+1%	+$4.29K	0.25%	35
2025 Q1	$386K	Buy	+5,243	New	+$376K	0.25%	34

Other funds holding VYMI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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

Level Wealth Management's VYMI Position: Q1 2026 in Review

Level Wealth Management increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.67% in Q1 2026, buying an estimated $3.15K and bringing the position to 4,945 shares worth $466K. The position accounts for 0.22% of the portfolio, ranked #35.

Level Wealth Management first reported a position in VYMI in Q1 2025 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

Level Wealth Management held 4,945 shares of Vanguard International High Dividend Yield ETF worth $466K as of Q1 2026.
Level Wealth Management bought 33 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $3.15K.
Vanguard International High Dividend Yield ETF made up 0.22% of Level Wealth Management's portfolio in Q1 2026, its #35 holding.
Level Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q1 2025 and has held it in 5 quarters since.
825 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.