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Disclosery

Berkeley Capital Partners, LLC: VYM position timeline

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

Berkeley Capital Partners, LLC held 218,601 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,601 shares
    Change vs previous 13F +4,799 shares

    7.11% of the 13F portfolio, value $34,545,543.

    13F-HR 0001376474-26-000537 filed by Berkeley Capital Partners, 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 213,802 shares
    Change vs previous 13F +332 shares

    7.34% of the 13F portfolio, value $31,664,092.

    13F-HR 0001376474-26-000352 filed by Berkeley Capital Partners, 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 213,470 shares
    Change vs previous 13F -3,103 shares

    7.21% of the 13F portfolio, value $30,637,162.

    13F-HR 0001376474-26-000127 filed by Berkeley Capital Partners, 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 216,573 shares
    Change vs previous 13F -1,663 shares

    7.22% of the 13F portfolio, value $30,525,997.

    13F-HR 0001376474-25-000909 filed by Berkeley Capital Partners, 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 218,236 shares
    Change vs previous 13F -1,808 shares

    7.38% of the 13F portfolio, value $29,092,982.

    13F-HR 0001376474-25-000688 filed by Berkeley Capital Partners, 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 220,044 shares
    Change vs previous 13F +557 shares

    7.81% of the 13F portfolio, value $28,376,875.

    13F-HR 0001376474-25-000428 filed by Berkeley Capital Partners, 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 219,487 shares
    Change vs previous 13F +1,344 shares

    7.78% of the 13F portfolio, value $28,004,381.

    13F-HR 0001376474-25-000179 filed by Berkeley Capital Partners, 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 218,143 shares
    Change vs previous 13F not available

    7.98% of the 13F portfolio, value $27,965,895.

    13F-HR 0001376474-24-000693 filed by Berkeley Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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