VYMI β€” VANGUARD WHITEHALL FDS

Ownership history in HM PAYSON & CO  Β·  2 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in VANGUARD WHITEHALL FDS (VYMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2022 Q3)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2022 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    VYMI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,500 -1,400 -35.9% 0.00% $212K $83.16
2022 Q3 INITIATED 3,900 β€” β€” 0.01% $203K $44.59

🏒 Other funds also holding VYMI

As of 2025 Q4 β€” 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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