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Yoder Wealth Management, Inc.: VUG position timeline

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

Yoder Wealth Management, Inc. held 83,698 VUG 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 83,698 shares
    Change vs previous 13F +68,295 shares

    2.82% of the 13F portfolio, value $7,226,021.

    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 15,403 shares
    Change vs previous 13F -2,152 shares

    3.06% of the 13F portfolio, value $6,716,100.

    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 17,555 shares
    Change vs previous 13F -3,059 shares

    3.89% of the 13F portfolio, value $8,548,520.

    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 20,614 shares
    Change vs previous 13F -181 shares

    4.67% of the 13F portfolio, value $9,871,478.

    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 20,795 shares
    Change vs previous 13F -62 shares

    4.75% of the 13F portfolio, value $9,104,622.

    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 20,857 shares
    Change vs previous 13F -270 shares

    4.35% of the 13F portfolio, value $7,727,694.

    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 21,127 shares
    Change vs previous 13F -8 shares

    4.78% of the 13F portfolio, value $8,661,697.

    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 21,135 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $8,106,813.

    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).