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Disclosery

Wharton Business Group, LLC: VYM position timeline

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

Wharton Business Group, LLC held 820,989 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 820,989 shares
    Change vs previous 13F -68,444 shares

    4.34% of the 13F portfolio, value $129,741,000.

    13F-HR 0001513126-26-000003 filed by Wharton Business Group, 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 889,433 shares
    Change vs previous 13F -3,034 shares

    4.97% of the 13F portfolio, value $131,685,559.

    13F-HR 0001513126-26-000002 filed by Wharton Business Group, 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 892,467 shares
    Change vs previous 13F +256 shares

    4.87% of the 13F portfolio, value $128,087,000.

    13F-HR 0001513126-26-000001 filed by Wharton Business Group, 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 892,211 shares
    Change vs previous 13F -2,104 shares

    5.49% of the 13F portfolio, value $125,757,096.

    13F-HR 0001513126-25-000006 filed by Wharton Business Group, 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 894,315 shares
    Change vs previous 13F +3,797 shares

    5.03% of the 13F portfolio, value $119,183,000.

    13F-HR 0001513126-25-000005 filed by Wharton Business Group, 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 890,518 shares
    Change vs previous 13F -2,404 shares

    5.19% of the 13F portfolio, value $114,841,000.

    13F-HR 0001513126-25-000003 filed by Wharton Business Group, 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 892,922 shares
    Change vs previous 13F -1,879 shares

    5.14% of the 13F portfolio, value $113,928,000.

    13F-HR 0001513126-25-000001 filed by Wharton Business Group, 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 894,801 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $114,713,000.

    13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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