SWA
VYMI icon

Sax Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Sax Wealth Advisors’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 		$727K Sell
7,718
-39
-0.5% -$3.85K 0.03% 273
2026
Q1 		$698K Hold
7,757
– – 0.03% 238
2025
Q4 		$698K Buy
7,757
+157
+2% +$13.6K 0.03% 243
2025
Q3 		$644K Buy
7,600
+45
+0.6% +$3.73K 0.03% 238
2025
Q2 		$605K Buy
7,555
+323
+4% +$24.7K 0.04% 232
2025
Q1 		$533K Buy
7,232
+223
+3% +$16K 0.04% 207
2024
Q4 		$476K Buy
7,009
+74
+1% +$5.23K 0.04% 198
2024
Q3 		$509K Buy
6,935
+49
+0.7% +$3.46K 0.05% 155
2024
Q2 		$472K Buy
6,886
+74
+1% +$5.12K 0.05% 152
2024
Q1 		$469K Buy
6,812
+46
+0.7% +$3.07K 0.05% 123
2023
Q4 		$450K Buy
6,766
+65
+1% +$4.09K 0.07% 127
2023
Q3 		$415K Buy
6,701
+52
+0.8% +$3.3K 0.08% 121
2023
Q2 		$420K Buy
6,649
+91
+1% +$5.76K 0.08% 124
2023
Q1 		$406K Buy
6,558
+25
+0.4% +$1.56K 0.09% 122
2022
Q4 		$389K Buy
6,533
+52
+0.8% +$2.98K 0.09% 121
2022
Q3 		$337K Buy
6,481
+59
+0.9% +$3.41K 0.09% 122
2022
Q2 		$378K Sell
6,422
-3,852
-37% -$246K 0.1% 120
2022
Q1 		$695K Buy
10,274
+21
+0.2% +$1.43K 0.17% 78
2021
Q4 		$689K Buy
10,253
+66
+0.6% +$4.44K 0.14% 92
2021
Q3 		$673K Buy
10,187
+111
+1% +$7.52K 0.16% 84
2021
Q2 		$685K Buy
10,076
+120
+1% +$8.22K 0.24% 80
2021
Q1 		$652K Buy
9,956
+56
+0.6% +$3.6K 0.24% 77
2020
Q4 		$602K Buy
+9,900
New +$561K 0.28% 68

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sax Wealth Advisors's VYMI Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.5% in Q2 2026, selling an estimated $3.85K and leaving 7,718 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #273.

Sax Wealth Advisors first reported a position in VYMI in Q4 2020 and has held it in 23 quarters since. 888 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

  • Sax Wealth Advisors held 7,718 shares of Vanguard International High Dividend Yield ETF worth $727K as of Q2 2026.
  • Sax Wealth Advisors sold 39 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $3.85K.
  • Vanguard International High Dividend Yield ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • Sax Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • 888 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.