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Yoder Wealth Management, Inc.: VIG position timeline

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

Yoder Wealth Management, Inc. held 26,971 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,971 shares
    Change vs previous 13F -1,344 shares

    2.49% of the 13F portfolio, value $6,381,878.

    13F-HR 0001214659-26-008830 filed by Yoder Wealth 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 28,315 shares
    Change vs previous 13F -2,113 shares

    2.78% of the 13F portfolio, value $6,089,424.

    13F-HR 0001214659-26-004910 filed by Yoder Wealth 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 30,428 shares
    Change vs previous 13F -6,953 shares

    3.04% of the 13F portfolio, value $6,687,466.

    13F-HR 0001214659-26-000741 filed by Yoder Wealth 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 37,381 shares
    Change vs previous 13F -2,471 shares

    3.82% of the 13F portfolio, value $8,066,446.

    13F-HR 0001214659-25-015191 filed by Yoder Wealth 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 39,852 shares
    Change vs previous 13F -628 shares

    4.25% of the 13F portfolio, value $8,156,509.

    13F-HR 0001214659-25-010721 filed by Yoder Wealth 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 40,480 shares
    Change vs previous 13F -2,135 shares

    4.42% of the 13F portfolio, value $7,852,715.

    13F-HR 0001214659-25-006230 filed by Yoder Wealth 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 42,615 shares
    Change vs previous 13F -632 shares

    4.61% of the 13F portfolio, value $8,345,295.

    13F-HR 0001214659-25-001277 filed by Yoder Wealth 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 43,247 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $8,565,501.

    13F-HR 0001214659-24-017832 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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