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Disclosery

REBALANCE, LLC: VYM position timeline

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

REBALANCE, LLC held 187,487 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,487 shares
    Change vs previous 13F -11,601 shares

    1.55% of the 13F portfolio, value $29,628,624.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 199,088 shares
    Change vs previous 13F +7,507 shares

    1.71% of the 13F portfolio, value $29,484,976.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 191,581 shares
    Change vs previous 13F -10,669 shares

    1.61% of the 13F portfolio, value $27,495,775.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 202,250 shares
    Change vs previous 13F -4,565 shares

    1.72% of the 13F portfolio, value $28,507,104.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 206,815 shares
    Change vs previous 13F -1,699 shares

    1.87% of the 13F portfolio, value $27,570,465.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 208,514 shares
    Change vs previous 13F +657 shares

    1.98% of the 13F portfolio, value $26,890,029.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 207,857 shares
    Change vs previous 13F -17,550 shares

    1.98% of the 13F portfolio, value $26,520,538.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 225,407 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $28,897,185.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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