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Milestone Asset Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Milestone Asset 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
Q3 		– Sell
-2,691
Closed -$264K – 275
2026
Q2 		$264K Buy
+2,691
New +$266K 0.04% 236
2024
Q4 		– Sell
-18,415
Closed -$1.35M – 244
2024
Q3 		$1.35M Buy
+18,415
New +$1.3M 0.3% 73

Other funds holding VYMI

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Milestone Asset Management's VYMI Position: Q3 2026 in Review

Milestone Asset Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2026, closing a stake of 2,691 shares — an estimated $264K sold.

Milestone Asset Management first reported a position in VYMI in Q3 2024 and held it in 2 quarters. The position peaked at $1.35M in Q3 2024. 164 funds tracked by Wall St. Rank hold VYMI as of Q3 2026.

  • Milestone Asset Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2026 after selling out during the quarter.
  • Milestone Asset Management sold 2,691 Vanguard International High Dividend Yield ETF shares in Q3 2026, an estimated $264K.
  • Milestone Asset Management first reported a position in Vanguard International High Dividend Yield ETF in Q3 2024 and held it in 2 quarters.
  • Milestone Asset Management's Vanguard International High Dividend Yield ETF position peaked at $1.35M in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.