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NewEdge Advisors, LLC: VYM position timeline

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

NewEdge Advisors, LLC held 342,284 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,284 shares
    Change vs previous 13F +4,813 shares

    0.16% of the 13F portfolio, value $54,091,057.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 337,471 shares
    Change vs previous 13F +5,644 shares

    0.18% of the 13F portfolio, value $49,979,410.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 331,827 shares
    Change vs previous 13F +4,311 shares

    0.17% of the 13F portfolio, value $47,623,893.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 327,516 shares
    Change vs previous 13F +26,272 shares

    0.21% of the 13F portfolio, value $46,163,355.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 301,244 shares
    Change vs previous 13F +3,134 shares

    0.21% of the 13F portfolio, value $40,158,895.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 298,110 shares
    Change vs previous 13F +13,101 shares

    0.23% of the 13F portfolio, value $38,444,182.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 285,009 shares
    Change vs previous 13F +9,255 shares

    0.22% of the 13F portfolio, value $36,364,246.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 275,754 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $35,351,689.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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