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Disclosery

Advisor OS, LLC: VYM position timeline

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

Advisor OS, LLC held 25,233 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 25,233 shares
    Change vs previous 13F -505 shares

    0.27% of the 13F portfolio, value $3,987,585.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 25,738 shares
    Change vs previous 13F -2,501 shares

    0.28% of the 13F portfolio, value $3,811,811.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 28,239 shares
    Change vs previous 13F -3,093 shares

    0.33% of the 13F portfolio, value $4,052,938.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 31,332 shares
    Change vs previous 13F +503 shares

    0.38% of the 13F portfolio, value $4,416,281.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 30,829 shares
    Change vs previous 13F +702 shares

    0.4% of the 13F portfolio, value $4,109,829.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 30,127 shares
    Change vs previous 13F +3,779 shares

    0.44% of the 13F portfolio, value $3,885,105.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 26,348 shares
    Change vs previous 13F +357 shares

    0.39% of the 13F portfolio, value $3,361,676.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 25,991 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,331,968.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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