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Investment Advisory Group, LLC: VYM position timeline

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

Investment Advisory Group, LLC held 189,527 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 189,527 shares
    Change vs previous 13F +1,615 shares

    6.5% of the 13F portfolio, value $29,951,000.

    13F-HR 0001951757-26-001112 filed by Investment Advisory 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 187,912 shares
    Change vs previous 13F +1,867 shares

    7.07% of the 13F portfolio, value $27,829,802.

    13F-HR 0001951757-26-000704 filed by Investment Advisory 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 186,045 shares
    Change vs previous 13F +6,756 shares

    6.87% of the 13F portfolio, value $26,701,116.

    13F-HR 0001951757-26-000283 filed by Investment Advisory 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 179,289 shares
    Change vs previous 13F +8,862 shares

    6.87% of the 13F portfolio, value $25,270,741.

    13F-HR 0001951757-25-001244 filed by Investment Advisory 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 ended2025-06-30
    13F 170,427 shares
    Change vs previous 13F +8,952 shares

    6.88% of the 13F portfolio, value $22,719,623.

    13F-HR 0001951757-25-000952 filed by Investment Advisory 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 ended2025-03-31
    13F 161,475 shares
    Change vs previous 13F +6,972 shares

    6.97% of the 13F portfolio, value $20,823,834.

    13F-HR 0001951757-25-000353 filed by Investment Advisory 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 ended2024-12-31
    13F 154,503 shares
    Change vs previous 13F +2,410 shares

    6.6% of the 13F portfolio, value $19,713,079.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 152,093 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $19,498,330.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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