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Morris Financial Concepts’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Morris Financial Concepts’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 		$1.24M Sell
12,654
-165
-1% -$16.3K 0.38% 45
2026
Q1 		$1.21M Buy
12,819
+947
+8% +$90.3K 0.41% 43
2025
Q4 		$1.07M Buy
11,872
+518
+5% +$45K 0.37% 45
2025
Q3 		$961K Buy
11,354
+13
+0.1% +$1.08K 0.35% 48
2025
Q2 		$909K Buy
11,341
+908
+9% +$69.5K 0.36% 47
2025
Q1 		$769K Buy
10,433
+840
+9% +$60.3K 0.32% 51
2024
Q4 		$651K Buy
9,593
+307
+3% +$21.7K 0.28% 51
2024
Q3 		$682K Sell
9,286
-26
-0.3% -$1.84K 0.29% 49
2024
Q2 		$638K Buy
9,312
+1,015
+12% +$70.3K 0.31% 48
2024
Q1 		$571K Buy
8,297
+1,155
+16% +$77K 0.29% 49
2023
Q4 		$475K Sell
7,142
-470
-6% -$29.6K 0.27% 52
2023
Q3 		$471K Buy
7,612
+1,790
+31% +$114K 0.31% 43
2023
Q2 		$368K Buy
5,822
+1,363
+31% +$86.3K 0.24% 58
2023
Q1 		$276K Buy
+4,459
New +$278K 0.19% 67
2022
Q3 		– Sell
-1,649
Closed -$97K – 131
2022
Q2 		$97K Buy
1,649
+2
+0.1% +$128 0.09% 76
2022
Q1 		$111K Buy
+1,647
New +$112K 0.09% 76

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morris Financial Concepts's VYMI Position: Q2 2026 in Review

Morris Financial Concepts reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 1.3% in Q2 2026, selling an estimated $16.3K and leaving 12,654 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #45.

Morris Financial Concepts first reported a position in VYMI in Q1 2022 and has held it in 16 quarters since. 886 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

  • Morris Financial Concepts held 12,654 shares of Vanguard International High Dividend Yield ETF worth $1.24M as of Q2 2026.
  • Morris Financial Concepts sold 165 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $16.3K.
  • Vanguard International High Dividend Yield ETF made up 0.38% of Morris Financial Concepts's portfolio in Q2 2026, its #45 holding.
  • Morris Financial Concepts first reported a position in Vanguard International High Dividend Yield ETF in Q1 2022 and has held it in 16 quarters since.
  • 886 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.