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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plan Group Financial's VYMI Position: Q2 2026 in Review

Plan Group Financial reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 79% in Q2 2026, selling an estimated $1.86M and leaving 5,002 shares worth $491K. The position accounts for 0.1% of the portfolio, ranked #129.

Plan Group Financial first reported a position in VYMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43M in Q4 2025. 883 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

Plan Group Financial held 5,002 shares of Vanguard International High Dividend Yield ETF worth $491K as of Q2 2026.
Plan Group Financial sold 18,813 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $1.86M.
Vanguard International High Dividend Yield ETF made up 0.1% of Plan Group Financial's portfolio in Q2 2026, its #129 holding.
Plan Group Financial first reported a position in Vanguard International High Dividend Yield ETF in Q2 2025 and has held it in 5 quarters since.
Plan Group Financial's Vanguard International High Dividend Yield ETF position peaked at $2.43M in Q4 2025.
883 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.