Root Financial Partners’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Root Financial Partners’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	$1.79M	Buy	17,731 +64	+0.4%	+$6.61K	0.06%	88
2026 Q2	$1.73M	Buy	17,667 +3,792	+27%	+$375K	0.07%	85
2026 Q1	$1.31M	Buy	13,875 +6,175	+80%	+$589K	0.06%	83
2025 Q4	$693K	Buy	7,700 +2,955	+62%	+$257K	0.04%	126
2025 Q3	$402K	Buy	4,745 +2,196	+86%	+$182K	0.02%	173
2025 Q2	$204K	Buy	+2,549	New	+$195K	0.02%	244

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

Root Financial Partners's VYMI Position: Q3 2026 in Review

Root Financial Partners increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.36% in Q3 2026, buying an estimated $6.61K and bringing the position to 17,731 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #88.

Root Financial Partners first reported a position in VYMI in Q2 2025 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold VYMI as of Q3 2026.

Root Financial Partners held 17,731 shares of Vanguard International High Dividend Yield ETF worth $1.79M as of Q3 2026.
Root Financial Partners bought 64 Vanguard International High Dividend Yield ETF shares in Q3 2026, an estimated $6.61K.
Vanguard International High Dividend Yield ETF made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #88 holding.
Root Financial Partners first reported a position in Vanguard International High Dividend Yield ETF in Q2 2025 and has held it in 6 quarters since.
389 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.