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

Orgel 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
Q2 		$303M Buy
3,084,964
+20,552
+0.7% +$2.03M 5.75% 5
2026
Q1 		$289M Buy
3,064,412
+562,191
+22% +$53.6M 6.22% 5
2025
Q4 		$225M Sell
2,502,221
-27,434
-1% -$2.38M 4.97% 7
2025
Q3 		$214M Buy
2,529,655
+3,795
+0.2% +$315K 4.89% 7
2025
Q2 		$202M Sell
2,525,860
-53,136
-2% -$4.07M 4.88% 7
2025
Q1 		$190M Sell
2,578,996
-10,228
-0.4% -$734K 4.94% 8
2024
Q4 		$176M Buy
2,589,224
+75,346
+3% +$5.33M 4.59% 8
2024
Q3 		$185M Buy
2,513,878
+60,870
+2% +$4.3M 4.62% 8
2024
Q2 		$168M Buy
2,453,008
+18,920
+0.8% +$1.31M 4.54% 8
2024
Q1 		$167M Buy
2,434,088
+105,371
+5% +$7.03M 4.59% 8
2023
Q4 		$155M Buy
2,328,717
+120,629
+5% +$7.58M 4.58% 7
2023
Q3 		$137M Buy
2,208,088
+51,576
+2% +$3.28M 4.62% 7
2023
Q2 		$136M Buy
2,156,512
+2,137,154
+11,040% +$135M 4.5% 6
2023
Q1 		$1.2M Buy
19,358
+28
+0.1% +$1.75K 0.04% 40
2022
Q4 		$1.15M Sell
19,330
-9,781
-34% -$561K 0.04% 39
2022
Q3 		$1.51M Sell
29,111
-1,735,355
-98% -$100M 0.07% 32
2022
Q2 		$104M Buy
1,764,466
+43,850
+3% +$2.8M 5.87% 6
2022
Q1 		$116M Buy
1,720,616
+30,522
+2% +$2.08M 7.99% 5
2021
Q4 		$114M Sell
1,690,094
-711,370
-30% -$47.8M 10.96% 3
2021
Q3 		$159M Buy
2,401,464
+594,902
+33% +$40.3M 18.03% 3
2021
Q2 		$123M Buy
1,806,562
+398,802
+28% +$27.3M 15.41% 2
2021
Q1 		$92.1M Buy
+1,407,760
New +$90.5M 13.04% 2

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

Orgel Wealth Management's VYMI Position: Q2 2026 in Review

Orgel Wealth Management increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.67% in Q2 2026, buying an estimated $2.03M and bringing the position to 3,084,964 shares worth $303M. The position accounts for 5.75% of the portfolio, ranked #5.

Orgel Wealth Management first reported a position in VYMI in Q1 2021 and has held it in 22 quarters since. 880 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

  • Orgel Wealth Management held 3,084,964 shares of Vanguard International High Dividend Yield ETF worth $303M as of Q2 2026.
  • Orgel Wealth Management bought 20,552 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard International High Dividend Yield ETF made up 5.75% of Orgel Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Orgel Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • 880 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.