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White Lighthouse Investment Management Inc.: VYM position timeline

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

White Lighthouse Investment Management Inc. held 341,684 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 341,684 shares
    Change vs previous 13F -41,323 shares

    6.73% of the 13F portfolio, value $53,996,325.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
    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 383,007 shares
    Change vs previous 13F -88,831 shares

    7.87% of the 13F portfolio, value $56,723,352.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment 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 ended2025-12-31
    13F 471,838 shares
    Change vs previous 13F +8,910 shares

    9.45% of the 13F portfolio, value $67,718,209.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment 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 ended2025-09-30
    13F 462,928 shares
    Change vs previous 13F +6,812 shares

    9.95% of the 13F portfolio, value $65,249,760.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment 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 ended2025-06-30
    13F 456,116 shares
    Change vs previous 13F +14,242 shares

    9.89% of the 13F portfolio, value $60,804,859.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment 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 ended2025-03-31
    13F 441,874 shares
    Change vs previous 13F +6,907 shares

    10.18% of the 13F portfolio, value $56,984,043.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment 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 ended2024-12-31
    13F 434,967 shares
    Change vs previous 13F +4,965 shares

    9.75% of the 13F portfolio, value $55,497,390.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment 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 ended2024-09-30
    13F 430,002 shares
    Change vs previous 13F not available

    9.89% of the 13F portfolio, value $55,126,224.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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