SEC 13F Intelligence

Headinvest, LLC / VYM

Headinvest, LLC’s Vanguard Whitehall Fds Position

Does Headinvest, LLC own Vanguard Whitehall Fds (VYM)? Yes — 102.4K shares worth $15M (+3.11% of its 13F portfolio) as of Q1 2026, up from 102.0K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
102.4K
% of Portfolio
+3.11%
Quarters Held
27
currently held

Position History VYM

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $9MQ4 ’19: $9MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $14MQ2 ’22: $12MQ4 ’22: $13MQ1 ’23: $13MQ1 ’23Q2 ’23: $13MQ4 ’23: $13MQ2 ’24: $13MQ3 ’24: $14MQ3 ’24Q4 ’24: $14MQ1 ’25: $14MQ2 ’25: $14MQ3 ’25: $14MQ3 ’25Q4 ’25: $15MQ1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026102.4K$15M+3.11%
Q4 2025102.0K$15M+2.91%
Q3 2025101.5K$14M+2.96%
Q2 2025103.3K$14M+2.93%
Q1 2025110.8K$14M+2.78%
Q4 2024110.5K$14M+2.66%
Q3 2024112.3K$14M+2.66%
Q2 2024113.0K$13M+2.64%
Q4 2023114.7K$13M+2.66%
Q2 2023116.9K$13M+2.75%
Q1 2023118.5K$13M+2.74%
Q4 2022118.5K$13M+2.87%
Q2 2022120.9K$12M+2.74%
Q1 2022122.1K$14M+2.62%
Q4 2021122.1K$14M+2.43%
Q3 2021122.2K$13M+2.40%
Q2 2021120.9K$13M+2.41%
Q1 2021119.7K$12M+2.47%
Q4 2020117.3K$11M+2.28%
Q3 2020118.0K$10M+2.76%
Q2 2020114.9K$9M+2.85%
Q1 2020114.0K$8M+3.02%
Q4 201998.9K$9M+2.66%
Q3 201996.4K$9M+2.59%
Q2 201987.0K$8M+2.15%
Q1 201985.6K$7M+2.06%
Q4 2018164.5K$13M+2.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Headinvest, LLC’s full portfolio or all institutional holders of VYM.