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

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 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. 2,061 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.
2,061 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.