Skip to content
Disclosery

Operose Advisors LLC: VYM position timeline

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

Operose Advisors LLC held 323,133 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,133 shares
    Change vs previous 13F -4,409 shares

    9.87% of the 13F portfolio, value $51,063,573.

    13F-HR 0001909750-26-000007 filed by Operose 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 327,542 shares
    Change vs previous 13F -13,139 shares

    11.25% of the 13F portfolio, value $48,509,741.

    13F-HR 0001909750-26-000005 filed by Operose 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 340,681 shares
    Change vs previous 13F -10,104 shares

    11.39% of the 13F portfolio, value $48,895,130.

    13F-HR 0001909750-26-000002 filed by Operose 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 350,785 shares
    Change vs previous 13F -1,973 shares

    12.32% of the 13F portfolio, value $49,443,449.

    13F-HR 0001909750-25-000013 filed by Operose 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 352,758 shares
    Change vs previous 13F -394 shares

    13.26% of the 13F portfolio, value $47,026,216.

    13F-HR 0001909750-25-000007 filed by Operose 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 353,152 shares
    Change vs previous 13F -1,066 shares

    15.09% of the 13F portfolio, value $45,542,484.

    13F-HR 0001909750-25-000005 filed by Operose 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 354,218 shares
    Change vs previous 13F -55,360 shares

    15.46% of the 13F portfolio, value $45,194,707.

    13F-HR 0001909750-25-000002 filed by Operose 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 409,578 shares
    Change vs previous 13F not available

    16.98% of the 13F portfolio, value $52,507,947.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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