W ADVISORS, LLC VYM — VANGUARD WHITEHALL FDS

Ownership history in W ADVISORS, LLC  ·  16 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported VANGUARD WHITEHALL FDS (VYM) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.03% in 2026 Q1. The latest visible filing shows VYM at 0.99% 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 W ADVISORS, 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 Q2

VYM was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, 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 Q2 ADDED — — — 13,764 +182 +1.3% 0.99% $2.2M 2026-07-31 $161.07
2026 Q1 ADDED — — — 13,582 +421 +3.2% 1.03% $2.0M 2026-04-29 $152.70
2025 Q4 ADDED — — — 13,161 +481 +3.8% 0.95% $1.9M 2026-02-13 $152.66
2025 Q3 ADDED — — — 12,680 +449 +3.7% 0.94% $1.8M 2025-11-14 $137.64
2025 Q2 ADDED — — — 12,231 +1,695 +16.1% 0.94% $1.6M 2025-08-07 $130.60
2025 Q1 ADDED — — — 10,536 +458 +4.5% 0.85% $1.4M 2025-05-13 $123.72
2024 Q4 ADDED — — — 10,078 +984 +10.8% 0.80% $1.3M 2025-01-22 $126.41
2024 Q3 REDUCED 10.6% +0.1% ❌ 9,094 -1,074 -10.6% 0.72% $1.2M 2024-10-28 $122.87
2024 Q2 ADDED — — — 10,168 +524 +5.4% 0.79% $1.2M 2024-08-06 $112.07
2024 Q1 ADDED — — — 9,644 +328 +3.5% 0.80% $1.2M 2024-04-25 $110.06
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VYM

As of 2026 Q2 — sorted by position size

Martel Wealth Advisors LLC 18.58% Reality Financial Planning Services, LLC 16.61% Charter Capital Management, LLC\DE 14.68% MARINO, STRAM & ASSOCIATES LLC 3Y 7Y 14.29% Ariston Services Group 13.84% RETIREMITTEN FINANCIAL LLC 13.69% Elevation Advisory Partners LLC 13.63% Piedmont Capital Management, LLC 3Y 13.17% truNorth Financial Services, Inc. 12.77% ACT WEALTH MANAGEMENT, LLC 3Y 12.56%

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning VYM?

W ADVISORS, LLC reported VYM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VYM position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VYM was 1.03% in 2026 Q1.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2026 Q2, when W ADVISORS, LLC reported 13,764 shares, equal to 0.99% of portfolio, with an estimated market value of $2.2M.

What does the chart on this VYM ownership page compare?

The chart compares W ADVISORS, 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 W ADVISORS, LLC time their VYM position?

Based on 13F filing dates vs. subsequent VYM price moves, W ADVISORS, LLC correctly timed 12 out of 15 reported position changes (80%). The annualised alpha on VYM relative to SPY over the holding period was +116.0%.

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