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Twele Capital Management, Inc.: VYM position timeline

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

Twele Capital Management, Inc. held 295,014 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 295,014 shares
    Change vs previous 13F +1,935 shares

    7.57% of the 13F portfolio, value $45,786,173.

    13F-HR 0001411268-26-000006 filed by Twele Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 293,079 shares
    Change vs previous 13F -5,146 shares

    7.56% of the 13F portfolio, value $46,315,275.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 298,225 shares
    Change vs previous 13F -546 shares

    7.87% of the 13F portfolio, value $44,167,123.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 298,771 shares
    Change vs previous 13F +2,198 shares

    7.66% of the 13F portfolio, value $42,879,614.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 296,573 shares
    Change vs previous 13F +5,460 shares

    7.71% of the 13F portfolio, value $41,801,965.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 291,113 shares
    Change vs previous 13F +3,248 shares

    7.7% of the 13F portfolio, value $38,808,275.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 287,865 shares
    Change vs previous 13F -367 shares

    7.87% of the 13F portfolio, value $37,123,071.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 288,232 shares
    Change vs previous 13F not available

    7.8% of the 13F portfolio, value $36,775,521.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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