VYMI — VANGUARD WHITEHALL FDS INC

Ownership history in Advisory Alpha, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in VANGUARD WHITEHALL FDS INC (VYMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q1)
Avg. % of fund
0.01%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,755 +2,071 +302.8% 0.01% $234K $83.16
2020 Q1 ADDED 684 +125 +22.4% 0.01% $31K $34.78
2019 Q4 UNCHANGED 559 — 0% 0.01% $36K $48.65
2019 Q3 ADDED 559 +50 +9.8% 0.01% $33K $44.91
2019 Q1 INITIATED 509 — — 0.01% $31K —
% of Fund (quarterly)    VYMI price (monthly, adj. close)

Other funds also holding VYMI

As of 2025 Q4 — sorted by position size

SWAN Capital LLC 10.06% AAF Wealth Management, LLC 3Y 9.13% Barry Investment Advisors, LLC 3Y 7Y 8.18% Summit Financial Wealth Advisors, LLC 3Y 7Y 7.7% Tull Financial Group, Inc. 6.72% LS Investment Advisors, LLC 3Y 7Y 5.0% Confluence Wealth Services, Inc. 3Y 4.98% Capital Advantage, Inc. 3Y 7Y 4.98% Orgel Wealth Management, LLC 3Y 7Y 4.97% Ariston Services Group 4.76%
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