How many shares of VYM does Beacon Pointe Advisors, LLC own?

As of 2026-Q1, Beacon Pointe Advisors, LLC holds 267,243 shares of VYM (VANGUARD HIGH DVD YIELD ETF).

What is Beacon Pointe Advisors, LLC's VYM position worth?

As of 2026-Q1, Beacon Pointe Advisors, LLC's VYM position is worth $39.6M.

Is Beacon Pointe Advisors, LLC buying or selling VYM?

In 2026-Q1, Beacon Pointe Advisors, LLC increased their VYM position (+16.5% change in shares).

When did Beacon Pointe Advisors, LLC first buy VYM?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in VYM in 2018-Q4. They have held the position across 30 quarters.

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Beacon Pointe Advisors, LLC

VYM
30 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in VANGUARD HIGH DVD YIELD ETF

Current Value

$39.6M

Current Shares

267,243

Total Value Change

+$38.2M

Total Shares Change

+249,362

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	267,243	+16.5%	$39.6M	0.2%	$153.28	40
2025-Q4	Increased	229,437	+1.0%	$32.9M	0.2%	$144.55	35
2025-Q3	Decreased	227,071	-0.5%	$32M	0.3%	$139.58	0
2025-Q2	Decreased	228,171	-2.3%	$30.4M	0.3%	$130.86	0
2025-Q1	Decreased	233,443	-0.9%	$30.1M	0.3%	$125.12	0
2024-Q4	Increased	235,509	+1.6%	$30M	0.3%	$124.08	35
2024-Q3	Decreased	231,878	-1.9%	$29.7M	0.3%	$123.56	0
2024-Q2	Decreased	236,495	-6.2%	$28M	0.3%	$113.94	0
2024-Q1	Decreased	252,142	-0.2%	$30.5M	0.3%	$115.25	0
2023-Q4	Decreased	252,687	-24.1%	$28.2M	0.3%	$105.74	0
2023-Q3	Increased	333,094	+70.9%	$34.4M	0.4%	$96.90	52
2023-Q2	Increased	194,944	+0.8%	$20.7M	0.3%	$97.99	34
2023-Q1	Decreased	193,482	-0.0%	$20.4M	0.3%	$96.37	0
2022-Q4	Increased	193,531	+15.6%	$20.9M	0.4%	$99.21	39
2022-Q3	Increased	167,412	+1.2%	$15.9M	0.4%	$87.47	34
2022-Q2	Decreased	165,465	-13.0%	$16.8M	0.4%	$92.07	0
2022-Q1	Increased	190,243	+91.3%	$21.4M	0.3%	$101.77	54
2021-Q4	Decreased	99,421	-20.0%	$11.1M	0.3%	$99.52	0
2021-Q3	Increased	124,339	+17.6%	$12.9M	0.3%	$92.45	39
2021-Q2	Increased	105,693	+8.6%	$11.1M	0.4%	$91.20	36
2021-Q1	Increased	97,333	+3.0%	$9.8M	0.6%	$88.10	40
2020-Q4	Decreased	94,516	-8.0%	$8.6M	0.6%	$78.30	0
2020-Q3	Decreased	102,702	-11.7%	$8.3M	0.8%	$68.68	0
2020-Q2	Decreased	116,266	-19.4%	$9.2M	0.9%	$66.00	0
2020-Q1	Increased	144,347	+510.1%	$10.2M	1.6%	$60.52	70
2019-Q4	Increased	23,658	+8.8%	$2.2M	0.7%	$77.83	40
2019-Q3	Increased	21,739	+8.8%	$1.9M	0.8%	$73.09	40
2019-Q2	Increased	19,990	+8.4%	$1.7M	0.6%	$71.56	39
2019-Q1	Increased	18,446	+3.2%	$1.6M	0.6%	$69.65	37
2018-Q4	New	17,881	-	$1.4M	0.8%	$62.38	50

Other major holders of VYM: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

VYM30 quarters

VYM
30 quarters