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Richard C. Young & CO., LTD.: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard C. Young & CO., LTD. on VYM, newest first. How the timeline and the estimate are built.

Richard C. Young & CO., LTD. held 28,272 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,272 shares
    Change vs previous 13F +98 shares

    0.33% of the 13F portfolio, value $4,467,848.

    13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
    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 28,174 shares
    Change vs previous 13F -575 shares

    0.35% of the 13F portfolio, value $4,172,583.

    13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
    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 28,749 shares
    Change vs previous 13F -230 shares

    0.37% of the 13F portfolio, value $4,126,000.

    13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
    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 28,979 shares
    Change vs previous 13F -1,301 shares

    0.38% of the 13F portfolio, value $4,084,540.

    13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
    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 30,280 shares
    Change vs previous 13F +560 shares

    0.4% of the 13F portfolio, value $4,036,586.

    13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
    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 29,720 shares
    Change vs previous 13F +1,163 shares

    0.41% of the 13F portfolio, value $3,832,670.

    13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
    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 28,557 shares
    Change vs previous 13F +537 shares

    0.4% of the 13F portfolio, value $3,643,530.

    13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
    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 28,020 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,592,143.

    13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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