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Disclosery

Joseph Group Capital Management: VYM position timeline

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

Joseph Group Capital Management held 14,496 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 14,496 shares
    Change vs previous 13F +62 shares

    0.48% of the 13F portfolio, value $2,290,803.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 14,434 shares
    Change vs previous 13F +108 shares

    0.53% of the 13F portfolio, value $2,137,675.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 14,326 shares
    Change vs previous 13F +75 shares

    0.54% of the 13F portfolio, value $2,056,068.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 14,251 shares
    Change vs previous 13F -717 shares

    0.57% of the 13F portfolio, value $2,008,678.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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/A 14,968 shares
    Change vs previous 13F +651 shares

    0.67% of the 13F portfolio, value $1,995,384.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 14,317 shares
    Change vs previous 13F -1,467 shares

    0.71% of the 13F portfolio, value $1,846,320.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 15,784 shares
    Change vs previous 13F +359 shares

    0.79% of the 13F portfolio, value $2,013,881.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 15,425 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,977,485.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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