Pathstone Family Office’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Pathstone Family Office’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
2023 Q3	$12.8M	Buy	+206,798	New	+$13.1M	0.1%	141

Other funds holding VYMI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Family Office's VYMI Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard International High Dividend Yield ETF (VYMI) in Q3 2023: 206,798 shares worth $12.8M. The stake represents 0.1% of the portfolio and ranks #141 among its holdings.

456 funds tracked by Wall St. Rank hold VYMI as of Q3 2023.

Pathstone Family Office held 206,798 shares of Vanguard International High Dividend Yield ETF worth $12.8M as of Q3 2023.
Vanguard International High Dividend Yield ETF was a new Pathstone Family Office position in Q3 2023.
Vanguard International High Dividend Yield ETF made up 0.1% of Pathstone Family Office's portfolio in Q3 2023, its #141 holding.
456 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.