Insight Wealth Strategies, LLC VYM — VANGUARD WHITEHALL FDS

Ownership history in Insight Wealth Strategies, LLC  ·  7 quarters on record

AI Ownership Summary

Insight Wealth Strategies, LLC reported VANGUARD WHITEHALL FDS (VYM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.65% in 2024 Q4. The latest visible filing shows VYM at 0.05% 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 Insight Wealth Strategies, 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
2026 Q1

VYM was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Insight Wealth Strategies, LLC fund profile Insight Wealth Strategies, LLC full holdings
How Insight Wealth Strategies, LLC held VYM — position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,036 -87,567 -96.6% 0.05% $450K 2026-04-10 $152.06
2025 Q4 ADDED — — — 90,603 +811 +0.9% 1.49% $13.0M 2026-01-02 $143.91
2025 Q3 REDUCED — — — 89,792 -144 -0.2% 1.49% $12.7M 2025-10-06 $139.51
2025 Q2 REDUCED — — — 89,936 -1,203 -1.3% 1.53% $12.1M 2025-07-07 $132.27
2025 Q1 REDUCED 5.6% +4.1% ❌ 91,139 -5,374 -5.6% 1.58% $11.8M 2025-04-03 $121.04
2024 Q4 ADDED — — — 96,513 +2,284 +2.4% 1.65% $12.3M 2025-01-06 $124.11
2024 Q3 INITIATED — — — 94,229 — — 1.59% $12.1M 2024-10-07 $122.93

🏢 Other funds also holding VYM

As of 2026 Q1 — sorted by position size

Martel Wealth Advisors LLC 18.54% Reality Financial Planning Services, LLC 16.81% Charter Capital Management, LLC\DE 15.27% MARINO, STRAM & ASSOCIATES LLC 3Y 7Y 14.89% 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%

FAQ About Insight Wealth Strategies, 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 Insight Wealth Strategies, LLC reported owning VYM?

Insight Wealth Strategies, LLC reported VYM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VYM position in Insight Wealth Strategies, LLC's portfolio?

The largest reported portfolio weight for VYM was 1.65% in 2024 Q4.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2026 Q1, when Insight Wealth Strategies, LLC reported 3,036 shares, equal to 0.05% of portfolio, with an estimated market value of $450K.

What does the chart on this VYM ownership page compare?

The chart compares Insight Wealth Strategies, 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.

How well did Insight Wealth Strategies, LLC time their VYM position?

Based on 13F filing dates vs. subsequent VYM price moves, Insight Wealth Strategies, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on VYM relative to SPY over the holding period was +1.0%.

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