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 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

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

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

OWM

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Plan Group Financial's VYMI Position: Q1 2026 in Review

Plan Group Financial reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 12% in Q1 2026, selling an estimated $307K and leaving 23,815 shares worth $2.24M. The position accounts for 0.53% of the portfolio, ranked #65.

Plan Group Financial first reported a position in VYMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.43M in Q4 2025. 826 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

Plan Group Financial held 23,815 shares of Vanguard International High Dividend Yield ETF worth $2.24M as of Q1 2026.
Plan Group Financial sold 3,218 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $307K.
Vanguard International High Dividend Yield ETF made up 0.53% of Plan Group Financial's portfolio in Q1 2026, its #65 holding.
Plan Group Financial first reported a position in Vanguard International High Dividend Yield ETF in Q2 2025 and has held it in 4 quarters since.
Plan Group Financial's Vanguard International High Dividend Yield ETF position peaked at $2.43M in Q4 2025.
826 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.