Summit Wealth Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Summit Wealth Group’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	$773K	Buy	8,203 +4	+0%	+$381	0.18%	58
2025 Q4	$738K	Buy	8,199 +6	+0.1%	+$521	0.17%	56
2025 Q3	$694K	Buy	8,193 +5	+0.1%	+$414	0.17%	56
2025 Q2	$656K	Buy	8,188 +7	+0.1%	+$536	0.17%	53
2025 Q1	$603K	Buy	8,181 +4	+0%	+$287	0.18%	54
2024 Q4	$555K	Sell	8,177 -17	-0.2%	-$1.2K	0.16%	55
2024 Q3	$602K	Hold	8,194	–	–	0.17%	51
2024 Q2	$562K	Buy	+8,194	New	+$567K	0.17%	50
2023 Q3	–	Sell	-5,166	Closed	-$326K	–	82
2023 Q2	$326K	Sell	5,166 -314,868	-98%	-$19.9M	0.13%	58
2023 Q1	$5K	Buy	+320,034	New	+$20M	0.12%	55

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

Summit Wealth Group's VYMI Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 0.05% in Q1 2026, buying an estimated $381 and bringing the position to 8,203 shares worth $773K. The position accounts for 0.18% of the portfolio, ranked #58.

Summit Wealth Group first reported a position in VYMI in Q1 2023 and has held it in 10 quarters since. 825 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

Summit Wealth Group held 8,203 shares of Vanguard International High Dividend Yield ETF worth $773K as of Q1 2026.
Summit Wealth Group bought 4 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $381.
Vanguard International High Dividend Yield ETF made up 0.18% of Summit Wealth Group's portfolio in Q1 2026, its #58 holding.
Summit Wealth Group first reported a position in Vanguard International High Dividend Yield ETF in Q1 2023 and has held it in 10 quarters since.
825 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.