SEC 13F Intelligence

Wealthspan Partners, LLC / VYM

Wealthspan Partners, LLC’s Vanguard Whitehall Fds Position

Does Wealthspan Partners, LLC own Vanguard Whitehall Fds (VYM)? Yes47.5K shares worth $7M (+2.48% of its 13F portfolio) as of Q1 2026, up from 45.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
47.5K
% of Portfolio
+2.48%
Quarters Held
18
currently held

Position History VYM

Reported value by quarter
Q4 ’21: $518,000Q4 ’21Q1 ’22: $534,000Q2 ’22: $1MQ3 ’22: $2MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.5K$7M+2.48%
Q4 202545.5K$7M+2.37%
Q3 202545.7K$6M+2.46%
Q2 202545.3K$6M+2.50%
Q1 202543.9K$6M+2.62%
Q4 202441.6K$5M+2.54%
Q3 202438.8K$5M+2.45%
Q2 202437.3K$4M+2.44%
Q1 202434.6K$4M+2.46%
Q4 202334.4K$4M+2.69%
Q3 202335.6K$4M+2.90%
Q2 202335.6K$4M+2.98%
Q1 202335.2K$4M+3.18%
Q4 202233.3K$4M+3.28%
Q3 202223.6K$2M+2.32%
Q2 202212.6K$1M+1.33%
Q1 20224.8K$534,000+0.48%
Q4 20214.6K$518,000+0.46%

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