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D.A. DAVIDSON & CO.: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on VYM, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 868,322 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 868,322 shares
    Change vs previous 13F -157 shares

    0.76% of the 13F portfolio, value $137,221,030.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 868,479 shares
    Change vs previous 13F +39,369 shares

    0.78% of the 13F portfolio, value $128,621,883.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 829,110 shares
    Change vs previous 13F +67,954 shares

    0.73% of the 13F portfolio, value $118,993,889.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 761,156 shares
    Change vs previous 13F +67,412 shares

    0.69% of the 13F portfolio, value $107,284,934.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 693,744 shares
    Change vs previous 13F +36,950 shares

    0.65% of the 13F portfolio, value $92,483,039.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 656,794 shares
    Change vs previous 13F +12,270 shares

    0.68% of the 13F portfolio, value $84,700,177.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 644,524 shares
    Change vs previous 13F +4,183 shares

    0.67% of the 13F portfolio, value $82,234,870.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 640,341 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $82,091,754.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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