WAG
VYMI icon

Winthrop Advisory Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Winthrop Advisory 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 		$290K Buy
3,079
+100
+3% +$9.53K 0.02% 144
2025
Q4 		$268K Buy
2,979
+292
+11% +$25.4K 0.02% 155
2025
Q3 		$228K Hold
2,687
– – 0.02% 167
2025
Q2 		$215K Buy
+2,687
New +$206K 0.02% 165
2023
Q2 		– Sell
-4,784
Closed -$296K – 140
2023
Q1 		$296K Buy
4,784
+3
+0.1% +$187 0.05% 99
2022
Q4 		$285K Buy
+4,781
New +$274K 0.05% 101
2022
Q3 		– Sell
-4,834
Closed -$284K – 129
2022
Q2 		$284K Buy
+4,834
New +$309K 0.07% 93

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 $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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
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