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Disclosery

PAX Financial Group, LLC: VYM position timeline

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

PAX Financial Group, LLC held 20,952 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,952 shares
    Change vs previous 13F -659 shares

    0.49% of the 13F portfolio, value $3,311,014.

    13F-HR 0001104659-26-091050 filed by PAX Financial 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 21,611 shares
    Change vs previous 13F -3,017 shares

    0.55% of the 13F portfolio, value $3,200,641.

    13F-HR 0001104659-26-049342 filed by PAX Financial 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 24,628 shares
    Change vs previous 13F -999 shares

    0.61% of the 13F portfolio, value $3,534,600.

    13F-HR 0001104659-26-010754 filed by PAX Financial 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 25,627 shares
    Change vs previous 13F -465 shares

    0.65% of the 13F portfolio, value $3,612,187.

    13F-HR 0001104659-25-106000 filed by PAX Financial 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 26,092 shares
    Change vs previous 13F -1,194 shares

    0.66% of the 13F portfolio, value $3,478,324.

    13F-HR 0001104659-25-076000 filed by PAX Financial 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 27,286 shares
    Change vs previous 13F -3,132 shares

    0.62% of the 13F portfolio, value $3,518,740.

    13F-HR 0001104659-25-043927 filed by PAX Financial 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 30,418 shares
    Change vs previous 13F -1,549 shares

    0.69% of the 13F portfolio, value $3,881,037.

    13F-HR 0001104659-25-012223 filed by PAX Financial 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 31,967 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,098,232.

    13F-HR 0001104659-24-117408 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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