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Disclosery

waypoint wealth counsel: VYM position timeline

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

waypoint wealth counsel held 35,411 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,411 shares
    Change vs previous 13F -7,346 shares

    3.51% of the 13F portfolio, value $5,596,065.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 42,757 shares
    Change vs previous 13F -37,563 shares

    3.27% of the 13F portfolio, value $6,332,263.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 80,320 shares
    Change vs previous 13F +4,612 shares

    4.23% of the 13F portfolio, value $11,527,497.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 75,708 shares
    Change vs previous 13F +2,196 shares

    4.21% of the 13F portfolio, value $10,671,014.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 73,512 shares
    Change vs previous 13F +956 shares

    4.86% of the 13F portfolio, value $9,799,902.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 72,556 shares
    Change vs previous 13F -1,300 shares

    5.88% of the 13F portfolio, value $9,356,864.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 73,856 shares
    Change vs previous 13F +1,014 shares

    6.15% of the 13F portfolio, value $9,423,242.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 72,842 shares
    Change vs previous 13F not available

    6.33% of the 13F portfolio, value $9,338,395.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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