VYM β€” VANGUARD WHITEHALL FDS INC

Ownership history in Executive Wealth Management, LLC  Β·  23 quarters on record

AI Ownership Summary

Executive Wealth Management, LLC reported VANGUARD WHITEHALL FDS INC (VYM) in 23 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 1.43% in 2024 Q1. The latest visible filing shows VYM at 1.43% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Executive Wealth Management, LLC's position in VANGUARD WHITEHALL FDS INC, 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
2024 Q4

VYM was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% 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 Q3 to 2024 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.

VYM stock page Executive Wealth Management, LLC fund profile Executive Wealth Management, LLC full holdings
How Executive Wealth Management, LLC held VYM β€” position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 143,208 +7,723 +5.7% 1.43% $18.3M 2025-02-14 (Est.) $129.60
2024 Q1 ADDED 135,485 +88,019 +185.4% 1.43% $16.3M 2024-05-13 $113.50
2023 Q4 REDUCED 47,466 -273 -0.6% 0.50% $5.3M 2024-01-26 $106.40
2023 Q3 ADDED 47,739 +1,823 +4.0% 0.51% $4.9M 2023-11-07 $95.96
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VYM

As of 2025 Q4 β€” sorted by position size

Martel Wealth Advisors Inc 17.79% MARINO, STRAM & ASSOCIATES LLC 3Y 7Y 14.26% Ariston Services Group 13.29% truNorth Financial Services, Inc. 13.28% ACT WEALTH MANAGEMENT, LLC 3Y 12.71% Piedmont Capital Management, LLC 3Y 12.03% Operose Advisors LLC 3Y 11.39% Mittelman Wealth Management 11.26% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 11.16% Forum Private Client Group LLC 3Y 10.85%

FAQ About Executive Wealth Management, LLC and VYM

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

How long has Executive Wealth Management, LLC reported owning VYM?

Executive Wealth Management, LLC reported VYM across 4 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported VYM position in Executive Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VYM was 1.43% in 2024 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2024 Q4, when Executive Wealth Management, LLC reported 143,208 shares, equal to 1.43% of portfolio, with an estimated market value of $18.3M.

What does the chart on this VYM ownership page compare?

The chart compares Executive Wealth Management, LLC'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.

← Back to Executive Wealth Management, LLC Holdings