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Beacon Capital Management LLC (Tennessee)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Buy
1,616
+6
+0.4% +$938 0.04% 144
2026
Q1 		$238K Buy
1,610
+38
+2% +$5.71K 0.04% 147
2025
Q4 		$226K Buy
1,572
+6
+0.4% +$853 0.04% 144
2025
Q3 		$221K Sell
1,566
-369
-19% -$50.7K 0.03% 127
2025
Q2 		$258K Sell
1,935
-335
-15% -$42.4K 0.03% 105
2025
Q1 		$293K Sell
2,270
-139
-6% -$18.2K 0.04% 99
2024
Q4 		$307K Buy
2,409
+47
+2% +$6.13K 0.04% 91
2024
Q3 		$303K Buy
2,362
+14
+0.6% +$1.73K 0.04% 91
2024
Q2 		$278K Buy
2,348
+307
+15% +$36.4K 0.05% 83
2024
Q1 		$247K Buy
2,041
+622
+44% +$71.3K 0.05% 89
2023
Q4 		$146K Buy
1,419
+5
+0.4% +$525 0.04% 113
2023
Q3 		$150K Hold
1,414
– – 0.04% 111
2023
Q2 		$150K Buy
1,414
+5
+0.4% +$524 0.04% 111
2023
Q1 		$149K Sell
1,409
-82
-5% -$8.82K 0.04% 104
2022
Q4 		$161K Buy
1,491
+14
+0.9% +$1.49K 0.05% 103
2022
Q3 		$149K Sell
1,477
-11
-0.7% -$1.14K 0.05% 109
2022
Q2 		$167K Hold
1,488
– – 0.04% 112
2022
Q1 		$167K Buy
+1,488
New +$166K 0.04% 112

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VYM Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.37% in Q2 2026, buying an estimated $938 and bringing the position to 1,616 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #144.

Beacon Capital Management LLC (Tennessee) first reported a position in VYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $307K in Q4 2024. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 1,616 shares of Vanguard High Dividend Yield ETF worth $255K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 6 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $938.
  • Vanguard High Dividend Yield ETF made up 0.04% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #144 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Vanguard High Dividend Yield ETF position peaked at $307K in Q4 2024.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.