Schwarz Dygos Wheeler Investment Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Schwarz Dygos Wheeler Investment 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	$7.67M	Buy	78,095 +443	+0.6%	+$43.8K	1.46%	13
2026 Q1	$7.32M	Buy	77,652 +3,413	+5%	+$325K	1.52%	13
2025 Q4	$6.68M	Buy	74,239 +2,894	+4%	+$251K	1.38%	14
2025 Q3	$6.04M	Buy	71,345 +456	+0.6%	+$37.8K	1.28%	16
2025 Q2	$5.68M	Buy	70,889 +1,118	+2%	+$85.6K	1.29%	14
2025 Q1	$5.14M	Buy	69,771 +4,958	+8%	+$356K	1.22%	16
2024 Q4	$4.4M	Buy	64,813 +2,803	+5%	+$198K	1.08%	23
2024 Q3	$4.55M	Buy	62,010 +1,460	+2%	+$103K	1.14%	22
2024 Q2	$4.15M	Buy	60,550 +4,335	+8%	+$300K	1.11%	23
2024 Q1	$3.87M	Buy	56,215 +2,143	+4%	+$143K	1.08%	23
2023 Q4	$3.6M	Buy	54,072 +2,075	+4%	+$130K	1.11%	22
2023 Q3	$3.22M	Buy	51,997 +2,591	+5%	+$165K	1.09%	22
2023 Q2	$3.12M	Buy	49,406 +2,180	+5%	+$138K	1.03%	23
2023 Q1	$2.93M	Buy	47,226 +3,933	+9%	+$245K	1.06%	24
2022 Q4	$2.58M	Buy	+43,293	New	+$2.48M	1.01%	28

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

Schwarz Dygos Wheeler Investment Advisors's VYMI Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.57% in Q2 2026, buying an estimated $43.8K and bringing the position to 78,095 shares worth $7.67M. The position accounts for 1.46% of the portfolio, ranked #13.

Schwarz Dygos Wheeler Investment Advisors first reported a position in VYMI in Q4 2022 and has held it in 15 quarters since. 880 funds tracked by Wall St. Rank hold VYMI as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 78,095 shares of Vanguard International High Dividend Yield ETF worth $7.67M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 443 Vanguard International High Dividend Yield ETF shares in Q2 2026, an estimated $43.8K.
Vanguard International High Dividend Yield ETF made up 1.46% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #13 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
880 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.