Quantum Capital Management, LLC / NJ VYM — Vanguard Whitehall Fds Inc

Ownership history in Quantum Capital Management, LLC / NJ  ·  29 quarters on record

AI Ownership Summary

Quantum Capital Management, LLC / NJ reported Vanguard Whitehall Fds Inc (VYM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2024 Q4. The latest visible filing shows VYM at 0.37% 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 Quantum Capital Management, LLC / NJ'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
2025 Q4

VYM was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% 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
2023 Q4 to 2025 Q4

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 Quantum Capital Management, LLC / NJ fund profile Quantum Capital Management, LLC / NJ full holdings
How Quantum Capital Management, LLC / NJ 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)
2025 Q4 REDUCED 28.9% +3.8% ❌ 21,982 -8,917 -28.9% 0.37% $3.2M 2026-02-14 (Est.) $154.46
2025 Q1 REDUCED — — — 30,899 -267 -0.9% 0.41% $4.0M 2025-05-14 $124.40
2024 Q4 ADDED — — — 31,166 +265 +0.9% 0.43% $4.0M 2025-02-12 $129.00
2024 Q3 REDUCED — — — 30,901 -121 -0.4% 0.41% $4.0M 2024-11-13 $126.77
2024 Q2 REDUCED — — — 31,022 -483 -1.5% 0.42% $3.7M 2024-08-13 $115.75
2024 Q1 ADDED — — — 31,505 +181 +0.6% 0.41% $3.8M 2024-05-14 $113.92
2023 Q4 REDUCED — — — 31,324 -329 -1.0% 0.41% $3.5M 2024-02-12 $107.03
22 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% 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%

FAQ About Quantum Capital Management, LLC / NJ and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quantum Capital Management, LLC / NJ reported owning VYM?

Quantum Capital Management, LLC / NJ reported VYM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VYM position in Quantum Capital Management, LLC / NJ's portfolio?

The largest reported portfolio weight for VYM was 0.43% in 2024 Q4.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q4, when Quantum Capital Management, LLC / NJ reported 21,982 shares, equal to 0.37% of portfolio, with an estimated market value of $3.2M.

What does the chart on this VYM ownership page compare?

The chart compares Quantum Capital Management, LLC / NJ'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 Quantum Capital Management, LLC / NJ time their VYM position?

Based on 13F filing dates vs. subsequent VYM price moves, Quantum Capital Management, LLC / NJ correctly timed 10 out of 28 reported position changes (36%). The annualised alpha on VYM relative to SPY over the holding period was -3.2%.

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