McCarter Private Wealth Services’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

McCarter Private Wealth Services’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 Q3	$522K	Buy	5,162 +698	+16%	+$72.1K	0.18%	107
2026 Q2	$438K	Sell	4,464 -814	-15%	-$80.5K	0.15%	118
2026 Q1	$497K	Hold	5,278	–	–	0.22%	95
2025 Q4	$475K	Hold	5,278	–	–	0.21%	94
2025 Q3	$447K	Buy	+5,278	New	+$437K	0.23%	86

Other funds holding VYMI

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $998M AUM 21.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

McCarter Private Wealth Services's VYMI Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 16% in Q3 2026, buying an estimated $72.1K and bringing the position to 5,162 shares worth $522K. The position accounts for 0.18% of the portfolio, ranked #107.

McCarter Private Wealth Services first reported a position in VYMI in Q3 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold VYMI as of Q3 2026.

McCarter Private Wealth Services held 5,162 shares of Vanguard International High Dividend Yield ETF worth $522K as of Q3 2026.
McCarter Private Wealth Services bought 698 Vanguard International High Dividend Yield ETF shares in Q3 2026, an estimated $72.1K.
Vanguard International High Dividend Yield ETF made up 0.18% of McCarter Private Wealth Services's portfolio in Q3 2026, its #107 holding.
McCarter Private Wealth Services first reported a position in Vanguard International High Dividend Yield ETF in Q3 2025 and has held it in 5 quarters since.
290 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.