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ANGELES WEALTH MANAGEMENT, LLC: VYM position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 247,460 VYM 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 247,460 shares
    Change vs previous 13F +124,336 shares

    1.02% of the 13F portfolio, value $39,106,030.

    13F-HR 0001398344-26-012448 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 124,515 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 122,945 shares

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

  2. period ended2026-03-31
    13F 123,124 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $18,234,596.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, 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 123,124 shares
    Change vs previous 13F +115,215 shares

    0.97% of the 13F portfolio, value $17,670,690.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, 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 7,909 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $1,114,708.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, 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 7,959 shares
    Change vs previous 13F +2,247 shares

    0.07% of the 13F portfolio, value $1,060,953.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, 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 5,712 shares
    Change vs previous 13F -130,200 shares

    0.06% of the 13F portfolio, value $736,620.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 5,712 shares

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

  7. period ended2024-12-31
    13F 135,912 shares
    Change vs previous 13F -86 shares

    0.53% of the 13F portfolio, value $17,341,012.

    13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 130,200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 5,712 shares

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

  8. period ended2024-09-30
    13F 135,998 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $17,434,982.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 130,200 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 5,798 shares

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