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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McCarter Private Wealth Services's VYMI Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 15% in Q2 2026, selling an estimated $80.5K and leaving 4,464 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #118.

McCarter Private Wealth Services first reported a position in VYMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $497K in Q1 2026. 883 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

McCarter Private Wealth Services held 4,464 shares of Vanguard International High Dividend Yield ETF worth $438K as of Q2 2026.
McCarter Private Wealth Services sold 814 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $80.5K.
Vanguard International High Dividend Yield ETF made up 0.15% of McCarter Private Wealth Services's portfolio in Q2 2026, its #118 holding.
McCarter Private Wealth Services first reported a position in Vanguard International High Dividend Yield ETF in Q3 2025 and has held it in 4 quarters since.
McCarter Private Wealth Services's Vanguard International High Dividend Yield ETF position peaked at $497K in Q1 2026.
883 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.