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 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

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

Root Financial Partners's VYMI Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 80% in Q1 2026, buying an estimated $589K and bringing the position to 13,875 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #83.

Root Financial Partners first reported a position in VYMI in Q2 2025 and has held it in 4 quarters since. 826 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

Root Financial Partners held 13,875 shares of Vanguard International High Dividend Yield ETF worth $1.31M as of Q1 2026.
Root Financial Partners bought 6,175 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $589K.
Vanguard International High Dividend Yield ETF made up 0.06% of Root Financial Partners's portfolio in Q1 2026, its #83 holding.
Root Financial Partners first reported a position in Vanguard International High Dividend Yield ETF in Q2 2025 and has held it in 4 quarters since.
826 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.