VYM β€” VANGUARD WHITEHALL FDS

Ownership history in HARVEST VOLATILITY MANAGEMENT LLC  Β·  12 quarters on record

AI Ownership Summary

HARVEST VOLATILITY MANAGEMENT LLC reported VANGUARD WHITEHALL FDS (VYM) in 12 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 25.51% in 2024 Q3. The latest visible filing shows VYM at 25.51% 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 HARVEST VOLATILITY MANAGEMENT LLC'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
2024 Q3

VYM was reported at 25.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.51% in 2024 Q3

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 2024 Q3

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 HARVEST VOLATILITY MANAGEMENT LLC fund profile HARVEST VOLATILITY MANAGEMENT LLC full holdings
How HARVEST VOLATILITY MANAGEMENT LLC held VYM β€” position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 8,738 β€” 0% 25.51% $1.1M 2024-11-14 (Est.) $126.08
2024 Q2 UNCHANGED 8,738 β€” 0% 24.83% $1.0M 2024-08-14 $116.26
2024 Q1 UNCHANGED 8,738 β€” 0% 25.00% $1.1M 2024-05-15 $114.83
2023 Q4 UNCHANGED 8,738 β€” 0% 20.69% $975K 2024-02-12 $107.03
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VYM

As of 2026 Q1 β€” sorted by position size

Tepp RIA, LLC 14.4% Ariston Services Group 14.03% ACT WEALTH MANAGEMENT, LLC 3Y 13.37% Asset Allocation & Management Company, LLC 3Y 11.61% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 11.27% Western Pacific Wealth Management, LP 3Y 11.17% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 10.82% Buska Wealth Management, LLC 10.65% HCR Wealth Advisors 3Y 7Y 9.92% PARAGON FINANCIAL PARTNERS, INC. 3Y 9.49%

FAQ About HARVEST VOLATILITY 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 HARVEST VOLATILITY MANAGEMENT LLC reported owning VYM?

HARVEST VOLATILITY MANAGEMENT LLC reported VYM across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VYM position in HARVEST VOLATILITY MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for VYM was 25.51% in 2024 Q3.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2024 Q3, when HARVEST VOLATILITY MANAGEMENT LLC reported 8,738 shares, equal to 25.51% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VYM ownership page compare?

The chart compares HARVEST VOLATILITY 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.

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