Mountain Capital Investment Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Mountain Capital Investment Advisors’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	$10.3M	Sell	104,627 -2,230	-2%	-$220K	1.46%	10
2026 Q1	$10.4M	Buy	106,857 +67,431	+171%	+$6.43M	1.55%	10
2025 Q4	$3.7M	Sell	39,426 -217	-0.5%	-$18.8K	0.6%	13
2025 Q3	$3.37M	Buy	39,643 +6,341	+19%	+$526K	0.59%	13
2025 Q2	$2.68M	Sell	33,302 -2,140	-6%	-$164K	0.51%	13
2025 Q1	$2.66M	Buy	35,442 +659	+2%	+$47.3K	0.57%	14
2024 Q4	$2.38M	Buy	34,783 +5,966	+21%	+$422K	0.49%	14
2024 Q3	$2.01M	Buy	28,817 +5,953	+26%	+$421K	0.44%	12
2024 Q2	$1.62M	Sell	22,864 -22,147	-49%	-$1.53M	0.4%	13
2024 Q1	$3.12M	Sell	45,011 -1,134,437	-96%	-$75.6M	0.87%	11
2023 Q4	$78.6M	Buy	1,179,448 +43,479	+4%	+$2.73M	26.55%	1
2023 Q3	$70M	Buy	1,135,969 +108,432	+11%	+$6.89M	26.24%	2
2023 Q2	$67.1M	Buy	1,027,537 +585,641	+133%	+$37.1M	25.33%	1
2023 Q1	$28.4M	Buy	+441,896	New	+$27.6M	12.5%	2

Other funds holding VYMI

OWM

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mountain Capital Investment Advisors's VYMI Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 2.1% in Q2 2026, selling an estimated $220K and leaving 104,627 shares worth $10.3M. The position accounts for 1.46% of the portfolio, ranked #10.

Mountain Capital Investment Advisors first reported a position in VYMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $78.6M in Q4 2023. 428 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

Mountain Capital Investment Advisors held 104,627 shares of Vanguard International High Dividend Yield ETF worth $10.3M as of Q2 2026.
Mountain Capital Investment Advisors sold 2,230 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $220K.
Vanguard International High Dividend Yield ETF made up 1.46% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #10 holding.
Mountain Capital Investment Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q1 2023 and has held it in 14 quarters since.
Mountain Capital Investment Advisors's Vanguard International High Dividend Yield ETF position peaked at $78.6M in Q4 2023.
428 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.