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

Beacon Investment Advisory Services’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	$337K	Hold	2,130	–	–	0.01%	210
2026 Q1	$315K	Hold	2,130	–	–	0.01%	209
2025 Q4	$306K	Buy	+2,130	New	+$303K	0.01%	212
2024 Q1	–	Sell	-3,260	Closed	-$364K	–	279
2023 Q4	$364K	Buy	+3,260	New	+$343K	0.02%	204
2023 Q1	–	Sell	-3,630	Closed	-$393K	–	291
2022 Q4	$393K	Buy	3,630 +25	+0.7%	+$2.66K	0.02%	205
2022 Q3	$342K	Sell	3,605 -344	-9%	-$35.8K	0.02%	217
2022 Q2	$402K	Buy	3,949 +305	+8%	+$33.1K	0.02%	212
2022 Q1	$409K	Buy	+3,644	New	+$406K	0.02%	227
2016 Q1	–	Sell	-159,254	Closed	-$10.6M	–	67
2015 Q4	$10.6M	Sell	159,254 -22,706	-12%	-$1.52M	2%	6
2015 Q3	$11.4M	Buy	+181,960	New	+$12M	2.11%	7

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Investment Advisory Services's VYM Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,130 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #210.

Beacon Investment Advisory Services first reported a position in VYM in Q3 2015 and has held it in 10 quarters since. The position peaked at $11.4M in Q3 2015. 584 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Beacon Investment Advisory Services held 2,130 shares of Vanguard High Dividend Yield ETF worth $337K as of Q2 2026.
Beacon Investment Advisory Services left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #210 holding.
Beacon Investment Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q3 2015 and has held it in 10 quarters since.
Beacon Investment Advisory Services's Vanguard High Dividend Yield ETF position peaked at $11.4M in Q3 2015.
584 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.