MBM WEALTH CONSULTANTS, LLC VYM — VANGUARD WHITEHALL FDS INC

Ownership history in MBM WEALTH CONSULTANTS, LLC  ·  30 quarters on record

AI Ownership Summary

MBM WEALTH CONSULTANTS, LLC reported VANGUARD WHITEHALL FDS INC (VYM) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.82% in 2024 Q1. The latest visible filing shows VYM at 11.27% 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 MBM WEALTH CONSULTANTS, 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 11.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.82% 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 Q4 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 MBM WEALTH CONSULTANTS, LLC fund profile MBM WEALTH CONSULTANTS, LLC full holdings
How MBM WEALTH CONSULTANTS, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 331,376 +4,386 +1.3% 11.27% $49.1M 2026-04-20 $155.08
2025 Q4 REDUCED — — — 326,990 -376 -0.1% 11.16% $46.9M 2026-01-26 $147.54
2025 Q3 REDUCED — — — 327,366 -1,083 -0.3% 11.46% $46.1M 2025-10-31 $138.84
2025 Q2 ADDED — — — 328,449 +6,831 +2.1% 11.72% $43.8M 2025-08-13 $135.07
2025 Q1 ADDED — — — 321,618 +3,517 +1.1% 12.26% $41.5M 2025-04-28 $120.70
2024 Q4 ADDED — — — 318,101 +6,041 +1.9% 12.08% $40.6M 2025-01-17 $127.59
2024 Q3 ADDED — — — 312,060 +6,560 +2.1% 12.62% $40.0M 2024-10-07 $122.93
2024 Q2 ADDED — — — 305,500 +4,320 +1.4% 12.39% $36.3M 2024-07-30 $117.95
2024 Q1 ADDED — — — 301,180 +1,453 +0.5% 12.82% $36.4M 2024-04-18 $108.87
2023 Q4 ADDED — — — 299,727 +26,403 +9.7% 12.69% $34.0M 2024-01-30 $107.11
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VYM

As of 2026 Q1 — sorted by position size

Reality Financial Planning Services, LLC 16.81% 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% 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 MBM WEALTH CONSULTANTS, 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 MBM WEALTH CONSULTANTS, LLC reported owning VYM?

MBM WEALTH CONSULTANTS, LLC reported VYM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VYM position in MBM WEALTH CONSULTANTS, LLC's portfolio?

The largest reported portfolio weight for VYM was 12.82% in 2024 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2026 Q1, when MBM WEALTH CONSULTANTS, LLC reported 331,376 shares, equal to 11.27% of portfolio, with an estimated market value of $49.1M.

What does the chart on this VYM ownership page compare?

The chart compares MBM WEALTH CONSULTANTS, 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 MBM WEALTH CONSULTANTS, LLC time their VYM position?

Based on 13F filing dates vs. subsequent VYM price moves, MBM WEALTH CONSULTANTS, LLC correctly timed 19 out of 28 reported position changes (68%). The annualised alpha on VYM relative to SPY over the holding period was -0.1%.

← Back to MBM WEALTH CONSULTANTS, LLC Holdings