Skip to content
Disclosery

Zhang Financial LLC: VYM position timeline

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

Zhang Financial LLC held 343,695 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343,695 shares
    Change vs previous 13F +14,014 shares

    1.59% of the 13F portfolio, value $54,314,139.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 329,681 shares
    Change vs previous 13F +15,633 shares

    1.69% of the 13F portfolio, value $48,825,782.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 314,048 shares
    Change vs previous 13F -2,940 shares

    1.68% of the 13F portfolio, value $45,072,121.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 316,988 shares
    Change vs previous 13F +21,571 shares

    1.82% of the 13F portfolio, value $44,679,476.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 295,417 shares
    Change vs previous 13F +8,471 shares

    1.82% of the 13F portfolio, value $39,382,029.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 286,946 shares
    Change vs previous 13F +7,426 shares

    1.96% of the 13F portfolio, value $37,004,461.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 279,520 shares
    Change vs previous 13F +5,101 shares

    2.04% of the 13F portfolio, value $35,664,010.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 274,419 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $35,180,451.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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