Beacon Financial Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Beacon Financial Advisory’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	$1.98M	Sell	12,530 -1,142	-8%	-$178K	0.39%	58
2026 Q1	$2.02M	Sell	13,672 -282	-2%	-$42.4K	0.46%	45
2025 Q4	$2M	Sell	13,954 -425	-3%	-$60.4K	0.46%	46
2025 Q3	$2.03M	Sell	14,379 -90	-0.6%	-$12.4K	0.47%	41
2025 Q2	$1.93M	Buy	14,469 +479	+3%	+$60.7K	0.5%	36
2025 Q1	$1.8M	Buy	13,990 +735	+6%	+$96.2K	0.55%	36
2024 Q4	$1.69M	Sell	13,255 -369	-3%	-$48.1K	0.55%	35
2024 Q3	$1.75M	Buy	13,624 +1,882	+16%	+$232K	0.59%	32
2024 Q2	$1.39M	Buy	11,742 +1,609	+16%	+$191K	0.52%	39
2024 Q1	$1.23M	Sell	10,133 -954	-9%	-$109K	0.6%	32
2023 Q4	$1.24M	Buy	11,087 +609	+6%	+$64K	0.6%	40
2023 Q3	$1.08M	Buy	10,478 +247	+2%	+$26.5K	0.6%	43
2023 Q2	$1.09M	Buy	10,231 +2,133	+26%	+$224K	0.62%	43
2023 Q1	$854K	Buy	8,098 +2,356	+41%	+$253K	0.54%	54
2022 Q4	$621K	Buy	5,742 +446	+8%	+$47.5K	0.44%	69
2022 Q3	$503K	Buy	5,296 +19	+0.4%	+$1.98K	0.36%	92
2022 Q2	$537K	Sell	5,277 -29	-0.5%	-$3.14K	0.31%	113
2022 Q1	$596K	Sell	5,306 -670	-11%	-$74.7K	0.28%	109
2021 Q4	$670K	Hold	5,976	–	–	0.31%	101
2021 Q3	$618K	Sell	5,976 -298	-5%	-$31.5K	0.32%	101
2021 Q2	$657K	Buy	6,274 +948	+18%	+$99.5K	0.35%	94
2021 Q1	$538K	Sell	5,326 -8,513	-62%	-$821K	0.31%	109
2020 Q4	$1.27M	Sell	13,839 -325	-2%	-$28.2K	0.82%	32
2020 Q3	$1.15M	Sell	14,164 -1,152	-8%	-$94.4K	1%	27
2020 Q2	$1.21M	Sell	15,316 -111	-0.7%	-$8.63K	1.31%	22
2020 Q1	$1.09M	Sell	15,427 -1,967	-11%	-$169K	1.39%	20
2019 Q4	$1.63M	Buy	+17,394	New	+$1.58M	1.4%	17

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beacon Financial Advisory's VYM Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Vanguard High Dividend Yield ETF (VYM) stake by 8.4% in Q2 2026, selling an estimated $178K and leaving 12,530 shares worth $1.98M. The position accounts for 0.39% of the portfolio, ranked #58.

Beacon Financial Advisory first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q3 2025. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Beacon Financial Advisory held 12,530 shares of Vanguard High Dividend Yield ETF worth $1.98M as of Q2 2026.
Beacon Financial Advisory sold 1,142 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $178K.
Vanguard High Dividend Yield ETF made up 0.39% of Beacon Financial Advisory's portfolio in Q2 2026, its #58 holding.
Beacon Financial Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
Beacon Financial Advisory's Vanguard High Dividend Yield ETF position peaked at $2.03M in Q3 2025.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.