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Disclosery

Arax Advisory Partners: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arax Advisory Partners on VYM, newest first. How the timeline and the estimate are built.

Arax Advisory Partners held 829,634 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 829,634 shares
    Change vs previous 13F +762,075 shares

    0.87% of the 13F portfolio, value $131,107,195.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 67,559 shares
    Change vs previous 13F +1,955 shares

    0.28% of the 13F portfolio, value $10,005,613.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 65,604 shares
    Change vs previous 13F -11,448 shares

    0.27% of the 13F portfolio, value $9,415,415.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 77,052 shares
    Change vs previous 13F +17,339 shares

    0.15% of the 13F portfolio, value $10,722,392.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 59,713 shares
    Change vs previous 13F -10,295 shares

    0.39% of the 13F portfolio, value $8,460,449.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 70,008 shares
    Change vs previous 13F -25 shares

    0.58% of the 13F portfolio, value $9,028,204.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 70,033 shares
    Change vs previous 13F +3,581 shares

    0.56% of the 13F portfolio, value $8,935,570.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 66,452 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $8,519,204.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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