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AE Wealth Management LLC: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on VYM, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 48,524 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,524 shares
    Change vs previous 13F +5,705 shares

    0.04% of the 13F portfolio, value $7,667,887.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,819 shares
    Change vs previous 13F -171,671 shares

    0.03% of the 13F portfolio, value $6,341,135.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 214,490 shares
    Change vs previous 13F +11,800 shares

    0.18% of the 13F portfolio, value $30,783,459.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 202,690 shares
    Change vs previous 13F +8,401 shares

    0.18% of the 13F portfolio, value $28,569,041.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 194,289 shares
    Change vs previous 13F +20,725 shares

    0.19% of the 13F portfolio, value $25,900,631.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 173,564 shares
    Change vs previous 13F +1,408 shares

    0.19% of the 13F portfolio, value $22,382,807.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 172,156 shares
    Change vs previous 13F -16,317 shares

    0.19% of the 13F portfolio, value $21,965,364.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 188,473 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $24,162,240.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).