SEC 13F Intelligence

Surience Private Wealth LLC / VYMI

Surience Private Wealth LLC’s Vanguard Whitehall Fds Position

Does Surience Private Wealth LLC own Vanguard Whitehall Fds (VYMI)? Yes — 81.7K shares worth $8M (+8.26% of its 13F portfolio) as of Q1 2026, up from 2.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
81.7K
% of Portfolio
+8.26%
Quarters Held
2
currently held

Position History VYMI

Reported value by quarter
Q4 ’25: $233,100Q4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.7K$8M+8.26%
Q4 20252.6K$233,100+0.25%

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