VYMI — VANGUARD WHITEHALL FDS

Ownership history in UNIONVIEW, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in VANGUARD WHITEHALL FDS (VYMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2024 Q3)
Avg. % of fund
0.16%
First filed
2024 Q3
Last filed
2024 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 INITIATED 2,868 — — 0.16% $211K $68.99
% of Fund (quarterly)    VYMI price (monthly, adj. close)

Other funds also holding VYMI

As of 2025 Q4 — sorted by position size

SWAN Capital LLC 10.06% AAF Wealth Management, LLC 3Y 9.13% Barry Investment Advisors, LLC 3Y 7Y 8.18% Summit Financial Wealth Advisors, LLC 3Y 7Y 7.7% Tull Financial Group, Inc. 6.72% LS Investment Advisors, LLC 3Y 7Y 5.0% Confluence Wealth Services, Inc. 3Y 4.98% Capital Advantage, Inc. 3Y 7Y 4.98% Orgel Wealth Management, LLC 3Y 7Y 4.97% Ariston Services Group 4.76%
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