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

Liberty 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 		– Sell
-3,058
Closed -$275K – 280
2025
Q4 		$275K Buy
+3,058
New +$266K 0.04% 205

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Liberty Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2026, closing a stake of 3,058 shares — an estimated $275K sold.

Liberty Wealth Management first reported a position in VYMI in Q4 2025 and held it in 1 quarter. The position peaked at $275K in Q4 2025. 830 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

  • Liberty Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Liberty Wealth Management sold 3,058 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $275K.
  • Liberty Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q4 2025 and held it in 1 quarter.
  • Liberty Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $275K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.