NFG
VYMI icon

Next Financial Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Next Financial Group’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
2021
Q4 		$106K Buy
1,582
+1,502
+1,878% +$101K 0.01% 1136
2021
Q3 		$5K Hold
80
– – ﹤0.01% 2281
2021
Q2 		$5K Buy
+80
New +$5.48K ﹤0.01% 2218

Other funds holding VYMI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BOH
Bank of Hawaii Honolulu, Hawaii $1.91B AUM 22.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's VYMI Position: Q4 2021 in Review

Next Financial Group increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 1,878% in Q4 2021, buying an estimated $101K and bringing the position to 1,582 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #1136.

Next Financial Group first reported a position in VYMI in Q2 2021 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold VYMI as of Q4 2021.

  • Next Financial Group held 1,582 shares of Vanguard International High Dividend Yield ETF worth $106K as of Q4 2021.
  • Next Financial Group bought 1,502 Vanguard International High Dividend Yield ETF shares in Q4 2021, an estimated $101K.
  • Vanguard International High Dividend Yield ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1136 holding.
  • Next Financial Group first reported a position in Vanguard International High Dividend Yield ETF in Q2 2021 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.