Skip to content
Disclosery

McNaughton Wealth Management, LLC: VYM position timeline

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

McNaughton Wealth Management, LLC held 34,270 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,270 shares
    Change vs previous 13F -111 shares

    1.86% of the 13F portfolio, value $5,318,751.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,381 shares
    Change vs previous 13F +543 shares

    1.93% of the 13F portfolio, value $5,433,230.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,838 shares
    Change vs previous 13F +267 shares

    2.07% of the 13F portfolio, value $5,011,360.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,571 shares
    Change vs previous 13F +1,116 shares

    1.98% of the 13F portfolio, value $4,818,149.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,455 shares
    Change vs previous 13F +396 shares

    1.93% of the 13F portfolio, value $4,574,534.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,059 shares
    Change vs previous 13F +239 shares

    1.91% of the 13F portfolio, value $4,273,785.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,820 shares
    Change vs previous 13F -75,139 shares

    1.99% of the 13F portfolio, value $4,103,507.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 106,959 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $13,646,953.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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