VYM β€” VANGUARD WHITEHALL FDS

Ownership history in Ariston Services Group  Β·  9 quarters on record

AI Ownership Summary

Ariston Services Group reported VANGUARD WHITEHALL FDS (VYM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 16.69% in 2024 Q1. The latest visible filing shows VYM at 13.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ariston Services Group's position in VANGUARD WHITEHALL FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VYM was reported at 13.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.69% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ariston Services Group held VYM β€” position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 157,818 +592 +0.4% 13.29% $22.7M 2026-02-14 (Est.) $154.46
2025 Q3 ADDED 157,226 +8,324 +5.6% 13.36% $22.2M 2025-10-28 $140.11
2025 Q2 ADDED 148,902 +231 +0.2% 14.11% $19.9M 2025-07-29 $133.79
2025 Q1 ADDED 148,671 +1,654 +1.1% 16.02% $19.2M 2025-05-14 $124.40
2024 Q4 ADDED 147,017 +2,944 +2.0% 16.25% $18.8M 2025-02-06 $129.14
2024 Q3 UNCHANGED 144,073 β€” 0% 16.08% $18.5M 2024-10-25 $123.48
2024 Q2 UNCHANGED 144,073 β€” 0% 16.46% $17.1M 2024-07-17 $118.71
2024 Q1 UNCHANGED 144,073 β€” 0% 16.69% $17.4M 2024-04-18 $108.87
2023 Q4 INITIATED 144,073 β€” β€” 15.57% $16.1M 2024-03-21 $113.34

FAQ About Ariston Services Group and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ariston Services Group reported owning VYM?

Ariston Services Group reported VYM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VYM position in Ariston Services Group's portfolio?

The largest reported portfolio weight for VYM was 16.69% in 2024 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q4, when Ariston Services Group reported 157,818 shares, equal to 13.29% of portfolio, with an estimated market value of $22.7M.

What does the chart on this VYM ownership page compare?

The chart compares Ariston Services Group's quarterly VYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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