Waverly Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Waverly 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 Q1	$17.3M	Buy	183,568 +42,252	+30%	+$4.03M	0.13%	157
2025 Q4	$12.7M	Buy	141,316 +8,315	+6%	+$722K	0.1%	194
2025 Q3	$11.3M	Buy	133,001 +51,795	+64%	+$4.29M	0.11%	184
2025 Q2	$6.51M	Buy	81,206 +2,984	+4%	+$228K	0.07%	258
2025 Q1	$5.76M	Buy	78,222 +322	+0.4%	+$23.1K	0.07%	264
2024 Q4	$5.29M	Buy	77,900 +1,972	+3%	+$139K	0.08%	211
2024 Q3	$5.57M	Buy	75,928 +2,551	+3%	+$180K	0.1%	183
2024 Q2	$5.03M	Buy	73,377 +15,843	+28%	+$1.1M	0.1%	185
2024 Q1	$3.96M	Buy	+57,534	New	+$3.84M	0.09%	173

Other funds holding VYMI

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CAPTRUST Financial Advisors

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return