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Wealthcare Advisory Partners LLC: VYM position timeline

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

Wealthcare Advisory Partners LLC held 462,725 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,725 shares
    Change vs previous 13F +7,945 shares

    1.33% of the 13F portfolio, value $73,124,419.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 401,762 shares
    • Wealthcare Capital Partners, LLC: 60,963 shares

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

  2. period ended2026-03-31
    13F 454,780 shares
    Change vs previous 13F +85,859 shares

    1.26% of the 13F portfolio, value $67,352,980.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 396,945 shares
    • Wealthcare Capital Partners, LLC: 57,835 shares

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

  3. period ended2025-12-31
    13F 368,921 shares
    Change vs previous 13F +204,466 shares

    1% of the 13F portfolio, value $52,947,565.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 319,399 shares
    • Wealthcare Capital Partners, LLC: 49,522 shares

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

  4. period ended2025-09-30
    13F 164,455 shares
    Change vs previous 13F +13,748 shares

    0.46% of the 13F portfolio, value $23,179,877.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 122,839 shares
    • Wealthcare Capital Partners, LLC: 41,616 shares

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

  5. period ended2025-06-30
    13F 150,707 shares
    Change vs previous 13F +7,159 shares

    0.44% of the 13F portfolio, value $20,090,703.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 123,208 shares
    • Wealthcare Capital Partners, LLC: 27,499 shares

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

  6. period ended2025-03-31
    13F 143,548 shares
    Change vs previous 13F +7,404 shares

    0.47% of the 13F portfolio, value $18,511,918.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 124,240 shares
    • Wealthcare Capital Partners, LLC: 19,308 shares

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

  7. period ended2024-12-31
    13F 136,144 shares
    Change vs previous 13F +24,008 shares

    0.46% of the 13F portfolio, value $17,370,600.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 120,087 shares
    • Wealthcare Capital Partners, LLC: 16,057 shares

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

  8. period ended2024-09-30
    13F 112,136 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $14,375,823.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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