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Disclosery

RFG Advisory, LLC: VYM position timeline

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

RFG Advisory, LLC held 39,022 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,022 shares
    Change vs previous 13F +3,865 shares

    0.1% of the 13F portfolio, value $6,166,580.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 35,157 shares
    Change vs previous 13F +3,027 shares

    0.1% of the 13F portfolio, value $5,206,753.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 32,130 shares
    Change vs previous 13F +5,789 shares

    0.09% of the 13F portfolio, value $4,611,275.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 26,341 shares
    Change vs previous 13F -431 shares

    0.08% of the 13F portfolio, value $3,712,830.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 26,772 shares
    Change vs previous 13F +3,412 shares

    0.08% of the 13F portfolio, value $3,568,943.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 23,360 shares
    Change vs previous 13F -3,988 shares

    0.08% of the 13F portfolio, value $3,012,466.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 27,348 shares
    Change vs previous 13F +814 shares

    0.1% of the 13F portfolio, value $3,489,277.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 26,534 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,401,707.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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