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SWM
Spire Wealth Management’s
Vanguard International High Dividend Yield ETF
VYMI
Stock Holding History
Spire Wealth Management’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
$1.59M
Buy
16,826
+2,428
+17%
+$231K
0.05%
303
2025
Q4
$1.3M
Buy
14,398
+11,576
+410%
+$1.01M
0.04%
339
2025
Q3
$239K
Buy
2,822
+665
+31%
+$55.1K
0.01%
735
2025
Q2
$173K
Buy
2,157
+896
+71%
+$68.6K
0.01%
806
2025
Q1
$92.9K
Sell
1,261
-700
-36%
-$50.3K
﹤0.01%
1059
2024
Q4
$133K
Buy
1,961
+700
+56%
+$49.5K
﹤0.01%
941
2024
Q3
$92.6K
Hold
1,261
–
–
﹤0.01%
933
2024
Q2
$86.4K
Sell
1,261
-145
-10%
-$10K
﹤0.01%
939
2024
Q1
$96.7K
Sell
1,406
-48
-3%
-$3.2K
﹤0.01%
999
2023
Q4
$94.4K
Sell
1,454
-11
-0.8%
-$692
﹤0.01%
1010
2023
Q3
$90.7K
Sell
1,465
-4
-0.3%
-$254
﹤0.01%
981
2023
Q2
$92.8K
Sell
1,469
-2
-0.1%
-$127
﹤0.01%
993
2023
Q1
$91.1K
Buy
1,471
+1,162
+376%
+$72.5K
﹤0.01%
997
2022
Q4
$18K
Buy
309
+58
+23%
+$3.33K
﹤0.01%
1419
2022
Q3
$13K
Sell
251
-3,157
-93%
-$182K
﹤0.01%
1498
2022
Q2
$200K
Buy
3,408
+1,196
+54%
+$76.5K
0.01%
771
2022
Q1
$150K
Buy
2,212
+1,716
+346%
+$117K
﹤0.01%
1015
2021
Q4
$33K
Sell
496
-491
-50%
-$33K
﹤0.01%
1910
2021
Q3
$65K
Sell
987
-337
-25%
-$22.8K
﹤0.01%
1370
2021
Q2
$90K
Buy
+1,324
New
+$90.7K
﹤0.01%
1218
Other funds holding VYMI
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$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
$564B 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
$57.2B AUM
18.32%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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