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

Plan Group Financial’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 Q3	$1.43M	Buy	13,992 +8,990	+180%	+$929K	0.28%	78
2026 Q2	$491K	Sell	5,002 -18,813	-79%	-$1.86M	0.1%	129
2026 Q1	$2.24M	Sell	23,815 -3,218	-12%	-$307K	0.53%	65
2025 Q4	$2.43M	Sell	27,033 -128	-0.5%	-$11.1K	0.63%	47
2025 Q3	$2.3M	Buy	27,161 +1,934	+8%	+$160K	0.62%	54
2025 Q2	$2.02M	Buy	+25,227	New	+$1.93M	0.66%	46

Other funds holding VYMI

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $998M AUM 21.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Plan Group Financial's VYMI Position: Q3 2026 in Review

Plan Group Financial increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 180% in Q3 2026, buying an estimated $929K and bringing the position to 13,992 shares worth $1.43M. The position accounts for 0.28% of the portfolio, ranked #78.

Plan Group Financial first reported a position in VYMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.43M in Q4 2025. 295 funds tracked by Wall St. Rank hold VYMI as of Q3 2026.

Plan Group Financial held 13,992 shares of Vanguard International High Dividend Yield ETF worth $1.43M as of Q3 2026.
Plan Group Financial bought 8,990 Vanguard International High Dividend Yield ETF shares in Q3 2026, an estimated $929K.
Vanguard International High Dividend Yield ETF made up 0.28% of Plan Group Financial's portfolio in Q3 2026, its #78 holding.
Plan Group Financial first reported a position in Vanguard International High Dividend Yield ETF in Q2 2025 and has held it in 6 quarters since.
Plan Group Financial's Vanguard International High Dividend Yield ETF position peaked at $2.43M in Q4 2025.
295 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.