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Disclosery

Caprock Group, LLC: VYM position timeline

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

Caprock Group, LLC held 42,274 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,274 shares
    Change vs previous 13F -451 shares

    0.13% of the 13F portfolio, value $6,680,618.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 42,725 shares
    Change vs previous 13F -3,087 shares

    0.15% of the 13F portfolio, value $6,327,681.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 45,812 shares
    Change vs previous 13F +5,252 shares

    0.14% of the 13F portfolio, value $6,574,985.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 40,560 shares
    Change vs previous 13F -3,681 shares

    0.14% of the 13F portfolio, value $5,645,277.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 44,241 shares
    Change vs previous 13F -539 shares

    0.17% of the 13F portfolio, value $5,705,384.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 44,780 shares
    Change vs previous 13F -2,018 shares

    0.19% of the 13F portfolio, value $5,713,529.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 46,798 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,999,504.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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