VYM β€” VANGUARD WHITEHALL FDS

Ownership history in Tepp RIA, LLC  Β·  6 quarters on record

AI Ownership Summary

Tepp RIA, LLC reported VANGUARD WHITEHALL FDS (VYM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 22.02% in 2025 Q1. The latest visible filing shows VYM at 14.40% 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 Tepp RIA, 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 14.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.02% in 2025 Q1

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

Time in book
Holding Window
2024 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.

How Tepp RIA, LLC held VYM β€” position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 124,149 +15,218 +14.0% 14.40% $18.4M 2026-04-22 $154.82
2025 Q4 ADDED 108,931 +4,150 +4.0% 15.47% $15.6M 2026-02-04 $151.90
2025 Q3 REDUCED 104,781 -21,042 -16.7% 16.77% $14.8M 2025-11-13 $139.50
2025 Q2 ADDED 125,823 +96 +0.1% 21.65% $16.8M 2025-07-15 $131.03
2025 Q1 ADDED 125,727 +13,304 +11.8% 22.02% $16.2M 2025-04-24 $120.36
2024 Q4 INITIATED 112,423 β€” β€” 21.23% $14.3M 2025-02-12 $129.00

FAQ About Tepp RIA, 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 Tepp RIA, LLC reported owning VYM?

Tepp RIA, LLC reported VYM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VYM position in Tepp RIA, LLC's portfolio?

The largest reported portfolio weight for VYM was 22.02% in 2025 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2026 Q1, when Tepp RIA, LLC reported 124,149 shares, equal to 14.40% of portfolio, with an estimated market value of $18.4M.

What does the chart on this VYM ownership page compare?

The chart compares Tepp RIA, 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.

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