VYM — VANGUARD WHITEHALL FDS

Ownership history in Wealth Management Partners, LLC  ·  21 quarters on record

AI Ownership Summary

Wealth Management Partners, LLC reported VANGUARD WHITEHALL FDS (VYM) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.38% in 2023 Q4. The latest visible filing shows VYM at 1.18% 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 Wealth Management 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 Q4

VYM was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.38% 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 Q4

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 Wealth Management Partners, LLC fund profile Wealth Management Partners, LLC full holdings
How Wealth Management Partners, LLC held VYM — position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28,788 -1,168 -3.9% 1.18% $4.1M 2026-02-14 (Est.) $154.46
2025 Q3 REDUCED 29,956 -456 -1.5% 1.34% $4.2M 2025-10-21 $139.23
2025 Q2 ADDED 30,412 +113 +0.4% 1.45% $4.1M 2025-07-11 $132.44
2025 Q1 REDUCED 30,299 -593 -1.9% 1.81% $3.9M 2025-04-10 $116.22
2024 Q4 REDUCED 30,892 -1,721 -5.3% 1.70% $3.9M 2025-01-16 $126.65
2024 Q3 REDUCED 32,613 -1,315 -3.9% 1.94% $4.2M 2024-10-21 $125.14
2024 Q2 REDUCED 33,928 -853 -2.5% 1.96% $4.0M 2024-07-12 $116.02
2024 Q1 REDUCED 34,781 -3,378 -8.9% 2.14% $4.2M 2024-04-12 $109.94
2023 Q4 REDUCED 38,159 -451 -1.2% 2.38% $4.3M 2024-01-10 $105.27
12 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

INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 10.82% Quaker Wealth Management, LLC 3Y 8.24% Twele Capital Management, Inc. 3Y 7Y 7.87% PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3Y 7.19% Granite FO LLC 6.35% Arlington Trust Co LLC 5.97% Adirondack Capital Advisors, LLC 5.93% Infinity Wealth Counsel, LLC 3.93% Heartwood Wealth Advisors LLC 3Y 3.47% Auto-Owners Insurance Co 3Y 3.21%

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

Wealth Management Partners, LLC reported VYM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for VYM was 2.38% in 2023 Q4.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Management Partners, LLC reported 28,788 shares, equal to 1.18% of portfolio, with an estimated market value of $4.1M.

What does the chart on this VYM ownership page compare?

The chart compares Wealth Management 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.

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