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Beaumont Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Beaumont Financial 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 		$999K Sell
6,324
-279
-4% -$43.6K 0.06% 171
2026
Q1 		$978K Buy
6,603
+1
+0% +$150 0.07% 164
2025
Q4 		$947K Sell
6,602
-138
-2% -$19.6K 0.06% 164
2025
Q3 		$950K Sell
6,740
-473
-7% -$65K 0.06% 164
2025
Q2 		$962K Sell
7,213
-397
-5% -$50.3K 0.07% 153
2025
Q1 		$981K Sell
7,610
-259
-3% -$33.9K 0.08% 151
2024
Q4 		$1M Sell
7,869
-223
-3% -$29.1K 0.08% 150
2024
Q3 		$1.04M Buy
8,092
+177
+2% +$21.9K 0.08% 141
2024
Q2 		$939K Sell
7,915
-149
-2% -$17.7K 0.08% 151
2024
Q1 		$976K Sell
8,064
-250
-3% -$28.6K 0.08% 149
2023
Q4 		$928K Sell
8,314
-279
-3% -$29.3K 0.08% 141
2023
Q3 		$888K Buy
8,593
+3
+0% +$322 0.09% 131
2023
Q2 		$911K Sell
8,590
-93
-1% -$9.76K 0.08% 145
2023
Q1 		$916K Sell
8,683
-23
-0.3% -$2.47K 0.09% 129
2022
Q4 		$942K Buy
+8,706
New +$926K 0.09% 131

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beaumont Financial Advisors's VYM Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.2% in Q2 2026, selling an estimated $43.6K and leaving 6,324 shares worth $999K. The position accounts for 0.06% of the portfolio, ranked #171.

Beaumont Financial Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2024. 2,057 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Beaumont Financial Advisors held 6,324 shares of Vanguard High Dividend Yield ETF worth $999K as of Q2 2026.
  • Beaumont Financial Advisors sold 279 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $43.6K.
  • Vanguard High Dividend Yield ETF made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #171 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Beaumont Financial Advisors's Vanguard High Dividend Yield ETF position peaked at $1.04M in Q3 2024.
  • 2,057 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.