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HOWE & RUSLING INC: VYM position timeline

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

HOWE & RUSLING INC held 102,327 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 102,327 shares
    Change vs previous 13F -1,886 shares

    0.94% of the 13F portfolio, value $16,170,680.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 104,213 shares
    Change vs previous 13F -43,299 shares

    1.01% of the 13F portfolio, value $15,433,904.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    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 147,512 shares
    Change vs previous 13F +54,739 shares

    1.4% of the 13F portfolio, value $21,170,932.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    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 92,773 shares
    Change vs previous 13F +5,573 shares

    0.9% of the 13F portfolio, value $13,076,372.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    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 87,200 shares
    Change vs previous 13F +25,596 shares

    0.86% of the 13F portfolio, value $11,624,589.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    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 61,604 shares
    Change vs previous 13F -13,327 shares

    0.67% of the 13F portfolio, value $7,944,478.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 74,931 shares
    Change vs previous 13F +9,549 shares

    0.82% of the 13F portfolio, value $9,560,414.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 65,382 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $8,381,919.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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