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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return