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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Pointe Advisors's VYM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 16% in Q1 2026, buying an estimated $5.68M and bringing the position to 267,243 shares worth $39.6M. The position accounts for 0.21% of the portfolio, ranked #111.

Beacon Pointe Advisors first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Beacon Pointe Advisors held 267,243 shares of Vanguard High Dividend Yield ETF worth $39.6M as of Q1 2026.
  • Beacon Pointe Advisors bought 37,806 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $5.68M.
  • Vanguard High Dividend Yield ETF made up 0.21% of Beacon Pointe Advisors's portfolio in Q1 2026, its #111 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.