ShoreHaven Wealth Partners, LLC VYM — VANGUARD WHITEHALL FDS

Ownership history in ShoreHaven Wealth Partners, LLC  ·  9 quarters on record

AI Ownership Summary

ShoreHaven Wealth Partners, LLC reported VANGUARD WHITEHALL FDS (VYM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.18% in 2023 Q4. The latest visible filing shows VYM at 0.08% 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 ShoreHaven Wealth Partners, 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
2025 Q3

VYM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 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 Q3

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 ShoreHaven Wealth Partners, LLC fund profile ShoreHaven Wealth Partners, LLC full holdings
How ShoreHaven Wealth Partners, 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)
2025 Q3 REDUCED 21.1% +3.3% ❌ 1,442 -385 -21.1% 0.08% $203K 2025-10-23 $139.17
2025 Q1 REDUCED 11.3% +4.1% ❌ 1,827 -232 -11.3% 0.11% $236K 2025-05-06 $121.47
2024 Q4 REDUCED 10.2% +1.7% ❌ 2,059 -235 -10.2% 0.12% $263K 2025-01-30 $128.87
2024 Q3 REDUCED 6.1% +0.1% ❌ 2,294 -150 -6.1% 0.14% $294K 2024-10-24 $124.49
2024 Q2 REDUCED — — — 2,444 -98 -3.9% 0.15% $290K 2024-07-24 $116.16
2024 Q1 REDUCED — — — 2,542 -62 -2.4% 0.17% $308K 2024-05-02 $110.29
2023 Q4 REDUCED 11.1% +8.6% ❌ 2,604 -326 -11.1% 0.18% $291K 2024-02-06 $106.15
2 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% 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% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 10.82%

FAQ About ShoreHaven Wealth Partners, 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 ShoreHaven Wealth Partners, LLC reported owning VYM?

ShoreHaven Wealth Partners, LLC reported VYM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VYM position in ShoreHaven Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for VYM was 0.18% in 2023 Q4.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q3, when ShoreHaven Wealth Partners, LLC reported 1,442 shares, equal to 0.08% of portfolio, with an estimated market value of $203K.

What does the chart on this VYM ownership page compare?

The chart compares ShoreHaven Wealth Partners, 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 ShoreHaven Wealth Partners, LLC time their VYM position?

Based on 13F filing dates vs. subsequent VYM price moves, ShoreHaven Wealth Partners, LLC correctly timed 1 out of 8 reported position changes (12%). The annualised alpha on VYM relative to SPY over the holding period was -3.9%.

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