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Tred Avon Family Wealth’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Tred Avon Family Wealth’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 		$627K Sell
6,658
-117
-2% -$11.2K 0.21% 146
2025
Q4 		$610K Sell
6,775
-174
-3% -$15.1K 0.2% 140
2025
Q3 		$588K Buy
+6,949
New +$576K 0.2% 135

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tred Avon Family Wealth's VYMI Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 1.7% in Q1 2026, selling an estimated $11.2K and leaving 6,658 shares worth $627K. The position accounts for 0.21% of the portfolio, ranked #146.

Tred Avon Family Wealth first reported a position in VYMI in Q3 2025 and has held it in 3 quarters since. 827 funds tracked by Wall St. Rank hold VYMI as of Q1 2026.

  • Tred Avon Family Wealth held 6,658 shares of Vanguard International High Dividend Yield ETF worth $627K as of Q1 2026.
  • Tred Avon Family Wealth sold 117 Vanguard International High Dividend Yield ETF shares in Q1 2026, an estimated $11.2K.
  • Vanguard International High Dividend Yield ETF made up 0.21% of Tred Avon Family Wealth's portfolio in Q1 2026, its #146 holding.
  • Tred Avon Family Wealth first reported a position in Vanguard International High Dividend Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 827 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.