Beese Fulmer Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Beese Fulmer Investment Management’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	$1.2M	Sell	7,595 -68	-0.9%	-$10.6K	0.07%	148
2026 Q1	$1.13M	Sell	7,663 -9	-0.1%	-$1.35K	0.07%	142
2025 Q4	$1.1M	Sell	7,672 -221	-3%	-$31.4K	0.07%	142
2025 Q3	$1.11M	Sell	7,893 -21	-0.3%	-$2.89K	0.08%	136
2025 Q2	$1.06M	Buy	+7,914	New	+$1M	0.08%	137
2020 Q3	–	Sell	-223	Closed	-$18K	–	541
2020 Q2	$18K	Buy	+223	New	+$17.3K	﹤0.01%	429

Other funds holding VYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

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

Beese Fulmer Investment Management's VYM Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.89% in Q2 2026, selling an estimated $10.6K and leaving 7,595 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #148.

Beese Fulmer Investment Management first reported a position in VYM in Q2 2020 and has held it in 6 quarters since. 984 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Beese Fulmer Investment Management held 7,595 shares of Vanguard High Dividend Yield ETF worth $1.2M as of Q2 2026.
Beese Fulmer Investment Management sold 68 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $10.6K.
Vanguard High Dividend Yield ETF made up 0.07% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #148 holding.
Beese Fulmer Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2020 and has held it in 6 quarters since.
984 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.