Beacon Pointe Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Beacon Pointe Advisors’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	$53.2M	Buy	336,885 +69,642	+26%	+$10.9M	0.25%	91
2026 Q1	$39.6M	Buy	267,243 +37,806	+16%	+$5.68M	0.21%	111
2025 Q4	$32.9M	Buy	229,437 +2,366	+1%	+$337K	0.23%	98
2025 Q3	$32M	Sell	227,071 -1,100	-0.5%	-$151K	0.27%	82
2025 Q2	$30.4M	Sell	228,171 -5,272	-2%	-$668K	0.32%	65
2025 Q1	$30.1M	Sell	233,443 -2,066	-0.9%	-$270K	0.34%	60
2024 Q4	$30M	Buy	235,509 +3,631	+2%	+$473K	0.33%	60
2024 Q3	$29.7M	Sell	231,878 -4,617	-2%	-$570K	0.34%	63
2024 Q2	$28M	Sell	236,495 -15,647	-6%	-$1.86M	0.33%	63
2024 Q1	$30.5M	Sell	252,142 -545	-0.2%	-$62.4K	0.34%	60
2023 Q4	$28.2M	Sell	252,687 -80,407	-24%	-$8.45M	0.34%	62
2023 Q3	$34.4M	Buy	333,094 +138,150	+71%	+$14.8M	0.43%	46
2023 Q2	$20.7M	Buy	194,944 +1,462	+0.8%	+$153K	0.34%	67
2023 Q1	$20.4M	Sell	193,482 -49	-0%	-$5.27K	0.35%	73
2022 Q4	$20.9M	Buy	193,531 +26,119	+16%	+$2.78M	0.41%	61
2022 Q3	$15.9M	Buy	167,412 +1,947	+1%	+$202K	0.36%	72
2022 Q2	$16.8M	Sell	165,465 -24,778	-13%	-$2.69M	0.36%	68
2022 Q1	$21.4M	Buy	190,243 +90,822	+91%	+$10.1M	0.29%	83
2021 Q4	$11.1M	Sell	99,421 -24,918	-20%	-$2.71M	0.29%	86
2021 Q3	$12.8M	Buy	124,339 +18,646	+18%	+$1.97M	0.32%	83
2021 Q2	$11.1M	Buy	105,693 +8,360	+9%	+$878K	0.39%	62
2021 Q1	$9.84M	Buy	97,333 +2,817	+3%	+$272K	0.6%	37
2020 Q4	$8.65M	Sell	94,516 -8,186	-8%	-$711K	0.59%	37
2020 Q3	$8.32M	Sell	102,702 -13,564	-12%	-$1.11M	0.8%	29
2020 Q2	$9.17M	Sell	116,266 -28,081	-19%	-$2.18M	0.92%	26
2020 Q1	$10.2M	Buy	144,347 +120,689	+510%	+$10.4M	1.63%	11
2019 Q4	$2.22M	Buy	23,658 +1,919	+9%	+$174K	0.69%	36
2019 Q3	$1.93M	Buy	21,739 +1,749	+9%	+$153K	0.83%	34
2019 Q2	$1.75M	Buy	19,990 +1,544	+8%	+$134K	0.64%	42
2019 Q1	$1.58M	Buy	18,446 +565	+3%	+$47.2K	0.59%	53
2018 Q4	$1.4M	Buy	+17,881	New	+$1.49M	0.85%	32

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 Pointe Advisors's VYM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 26% in Q2 2026, buying an estimated $10.9M and bringing the position to 336,885 shares worth $53.2M. The position accounts for 0.25% of the portfolio, ranked #91.

Beacon Pointe Advisors first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Beacon Pointe Advisors held 336,885 shares of Vanguard High Dividend Yield ETF worth $53.2M as of Q2 2026.
Beacon Pointe Advisors bought 69,642 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.9M.
Vanguard High Dividend Yield ETF made up 0.25% of Beacon Pointe Advisors's portfolio in Q2 2026, its #91 holding.
Beacon Pointe Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.