Waypoint Wealth Partners Inc. VYM — VANGUARD WHITEHALL FDS

Ownership history in Waypoint Wealth Partners Inc.  ·  7 quarters on record

AI Ownership Summary

Waypoint Wealth Partners Inc. reported VANGUARD WHITEHALL FDS (VYM) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows VYM at 0.11% 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 Waypoint Wealth Partners Inc.'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 Q2

VYM was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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 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 Waypoint Wealth Partners Inc. fund profile Waypoint Wealth Partners Inc. full holdings
How Waypoint Wealth Partners Inc. 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 Q2 UNCHANGED — — — 3,547 — 0% 0.11% $473K 2025-08-14 (Est.) $134.88
2025 Q1 REDUCED 5.3% +4.1% ❌ 3,547 -199 -5.3% 0.13% $457K 2025-05-13 $125.18
2024 Q4 UNCHANGED — — — 3,746 — 0% 0.13% $478K 2025-01-30 $128.87
2024 Q3 ADDED — — — 3,746 +199 +5.6% 0.13% $480K 2024-11-08 $127.40
2024 Q2 UNCHANGED — — — 3,547 — 0% 0.12% $421K 2024-07-24 $116.16
2024 Q1 UNCHANGED — — — 3,547 — 0% 0.12% $429K 2024-04-24 $111.68
2023 Q4 INITIATED — — — 3,547 — — 0.12% $396K 2024-02-09 $106.30

🏢 Other funds also holding VYM

As of 2026 Q1 — sorted by position size

Martel Wealth Advisors LLC 18.54% 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% RETIREMITTEN FINANCIAL LLC 13.69% truNorth Financial Services, Inc. 13.42% ACT WEALTH MANAGEMENT, LLC 3Y 13.37% Piedmont Capital Management, LLC 3Y 12.36%

FAQ About Waypoint Wealth Partners Inc. and VYM

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

How long has Waypoint Wealth Partners Inc. reported owning VYM?

Waypoint Wealth Partners Inc. reported VYM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported VYM position in Waypoint Wealth Partners Inc.'s portfolio?

The largest reported portfolio weight for VYM was 0.13% in 2024 Q4.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q2, when Waypoint Wealth Partners Inc. reported 3,547 shares, equal to 0.11% of portfolio, with an estimated market value of $473K.

What does the chart on this VYM ownership page compare?

The chart compares Waypoint Wealth Partners Inc.'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 Waypoint Wealth Partners Inc. time their VYM position?

Based on 13F filing dates vs. subsequent VYM price moves, Waypoint Wealth Partners Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VYM relative to SPY over the holding period was -2.1%.

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