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United Advisor Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

United Advisor 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
Q3 		$218K Sell
2,154
-34
-2% -$3.51K 0.02% 534
2026
Q2 		$215K Buy
2,188
+24
+1% +$2.37K 0.02% 504
2026
Q1 		$204K Buy
+2,164
New +$206K 0.03% 488

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

United Advisor Group's VYMI Position: Q3 2026 in Review

United Advisor Group reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 1.6% in Q3 2026, selling an estimated $3.51K and leaving 2,154 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #534.

United Advisor Group first reported a position in VYMI in Q1 2026 and has held it in 3 quarters since. 811 funds tracked by Wall St. Rank hold VYMI as of Q3 2026.

  • United Advisor Group held 2,154 shares of Vanguard International High Dividend Yield ETF worth $218K as of Q3 2026.
  • United Advisor Group sold 34 Vanguard International High Dividend Yield ETF shares in Q3 2026, an estimated $3.51K.
  • Vanguard International High Dividend Yield ETF made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #534 holding.
  • United Advisor Group first reported a position in Vanguard International High Dividend Yield ETF in Q1 2026 and has held it in 3 quarters since.
  • 811 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.