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

Modera 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	-3,454	Closed	-$311K	–	680
2025 Q4	$311K	Sell	3,454 -20	-0.6%	-$1.74K	﹤0.01%	536
2025 Q3	$294K	Buy	3,474 +7	+0.2%	+$580	﹤0.01%	545
2025 Q2	$278K	Buy	3,467 +11	+0.3%	+$842	﹤0.01%	550
2025 Q1	$255K	Sell	3,456 -168	-5%	-$12.1K	﹤0.01%	542
2024 Q4	$246K	Buy	3,624 +14	+0.4%	+$990	﹤0.01%	553
2024 Q3	$265K	Buy	3,610 +10	+0.3%	+$707	﹤0.01%	513
2024 Q2	$247K	Sell	3,600 -5	-0.1%	-$346	﹤0.01%	505
2024 Q1	$248K	Buy	+3,605	New	+$240K	﹤0.01%	512
2023 Q1	–	Sell	-4,924	Closed	-$293K	–	369
2022 Q4	$293K	Buy	+4,924	New	+$283K	0.01%	286

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Modera Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2026, closing a stake of 3,454 shares — an estimated $311K sold.

Modera Wealth Management first reported a position in VYMI in Q4 2022 and held it in 9 quarters. The position peaked at $311K in Q4 2025. 836 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

Modera Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Modera Wealth Management sold 3,454 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $311K.
Modera Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q4 2022 and held it in 9 quarters.
Modera Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $311K in Q4 2025.
836 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.