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Wealthspire Advisors, LLC: VYM position timeline

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

Wealthspire Advisors, LLC held 143,339 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,339 shares
    Change vs previous 13F +6,391 shares

    0.12% of the 13F portfolio, value $22,651,799.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 136,948 shares
    Change vs previous 13F +4,862 shares

    0.16% of the 13F portfolio, value $20,281,980.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 132,086 shares
    Change vs previous 13F -147,336 shares

    0.15% of the 13F portfolio, value $18,956,925.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 279,422 shares
    Change vs previous 13F +8,444 shares

    0.21% of the 13F portfolio, value $39,384,486.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 270,978 shares
    Change vs previous 13F -2,412 shares

    0.2% of the 13F portfolio, value $36,124,130.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 273,390 shares
    Change vs previous 13F +131,530 shares

    0.21% of the 13F portfolio, value $35,256,492.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 141,860 shares
    Change vs previous 13F -1,679 shares

    0.18% of the 13F portfolio, value $18,100,007.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 143,539 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $18,401,768.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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