Martel Wealth Advisors LLC VYM — VANGUARD WHITEHALL FDS INC

Ownership history in Martel Wealth Advisors LLC  ·  7 quarters on record

AI Ownership Summary

Martel Wealth Advisors LLC reported VANGUARD WHITEHALL FDS INC (VYM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 18.54% in 2026 Q1. The latest visible filing shows VYM at 18.54% 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 Martel Wealth Advisors 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
2026 Q1

VYM was reported at 18.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.54% in 2026 Q1

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 Martel Wealth Advisors LLC fund profile Martel Wealth Advisors LLC full holdings
How Martel Wealth Advisors 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 ADDED — — — 735,340 +9,339 +1.3% 18.54% $108.9M 2026-05-01 $156.51
2025 Q4 ADDED — — — 726,001 +17,498 +2.5% 17.79% $104.2M 2026-01-21 $147.41
2025 Q3 ADDED — — — 708,503 +16,139 +2.3% 17.49% $99.9M 2025-10-14 $138.79
2025 Q2 ADDED — — — 692,364 +21,586 +3.2% 17.11% $92.3M 2025-07-18 $132.23
2025 Q1 REDUCED — — — 670,778 -6,808 -1.0% 17.23% $86.5M 2025-04-16 $117.48
2024 Q4 ADDED — — — 677,586 +290,987 +75.3% 16.88% $86.5M 2025-01-16 $126.65
2024 Q3 INITIATED — — — 386,599 — — 12.83% $33.7M 2024-10-18 $126.37

🏢 Other funds also holding VYM

As of 2026 Q1 — sorted by position size

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% truNorth Financial Services, Inc. 13.42% 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 Martel Wealth Advisors 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 Martel Wealth Advisors LLC reported owning VYM?

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

What was the largest reported VYM position in Martel Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for VYM was 18.54% in 2026 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2026 Q1, when Martel Wealth Advisors LLC reported 735,340 shares, equal to 18.54% of portfolio, with an estimated market value of $108.9M.

What does the chart on this VYM ownership page compare?

The chart compares Martel Wealth Advisors 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 Martel Wealth Advisors LLC time their VYM position?

Based on 13F filing dates vs. subsequent VYM price moves, Martel Wealth Advisors LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on VYM relative to SPY over the holding period was -0.9%.

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