Yeomans Consulting Group, Inc. VWOB — VANGUARD WHITEHALL FDS

Ownership history in Yeomans Consulting Group, Inc.  ·  7 quarters on record

AI Ownership Summary

Yeomans Consulting Group, Inc. reported VANGUARD WHITEHALL FDS (VWOB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.12% in 2025 Q4. The latest visible filing shows VWOB at 2.12% 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 VWOB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yeomans Consulting Group, 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 Q4

VWOB was reported at 2.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.12% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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.

VWOB stock page Yeomans Consulting Group, Inc. fund profile Yeomans Consulting Group, Inc. full holdings
How Yeomans Consulting Group, Inc. held VWOB — position size vs. price
% of Fund (quarterly)    VWOB 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 Q4 ADDED — — — 107,410 +61,398 +133.4% 2.12% $7.2M 2026-02-14 (Est.) $67.49
2025 Q3 ADDED — — — 46,012 +10,458 +29.4% 1.06% $3.1M 2025-10-16 $65.36
2025 Q2 REDUCED — — — 35,554 -125 -0.4% 0.96% $2.3M 2025-07-21 $62.23
2025 Q1 REDUCED — — — 35,679 -782 -2.1% 0.89% $2.3M 2025-05-05 $59.81
2024 Q4 REDUCED — — — 36,461 -158 -0.4% 0.86% $2.3M 2025-01-17 $59.01
2024 Q3 REDUCED — — — 36,619 -81 -0.2% 0.91% $2.4M 2024-10-24 $58.98
2024 Q2 INITIATED — — — 36,700 — — 0.89% $2.3M 2024-07-25 $56.90

🏢 Other funds also holding VWOB

As of 2026 Q1 — sorted by position size

Keudell/Morrison Wealth Management 3Y 4.87% GP Brinson Investments LLC 3Y 4.07% Greystone Financial Group, LLC 3Y 3.7% BlueSky Wealth Advisors, LLC 3Y 7Y 3.44% Vertrix Wealth Management, LLC 3.04% Hurlow Wealth Management Group, Inc. 3Y 7Y 2.85% MRA Advisory Group 3Y 2.28% Connecticut Capital Management Group, LLC 2.19% City State Bank 3Y 2.17% BROWN WEALTH MANAGEMENT, LLC 2.11%

FAQ About Yeomans Consulting Group, Inc. and VWOB

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

How long has Yeomans Consulting Group, Inc. reported owning VWOB?

Yeomans Consulting Group, Inc. reported VWOB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported VWOB position in Yeomans Consulting Group, Inc.'s portfolio?

The largest reported portfolio weight for VWOB was 2.12% in 2025 Q4.

What is the latest reported VWOB position on this page?

The most recent filing on this page is 2025 Q4, when Yeomans Consulting Group, Inc. reported 107,410 shares, equal to 2.12% of portfolio, with an estimated market value of $7.2M.

What does the chart on this VWOB ownership page compare?

The chart compares Yeomans Consulting Group, Inc.'s quarterly VWOB 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 Yeomans Consulting Group, Inc. time their VWOB position?

Based on 13F filing dates vs. subsequent VWOB price moves, Yeomans Consulting Group, Inc. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on VWOB relative to SPY over the holding period was -6.3%.

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