SEC 13F Intelligence

Kingsbury Capital Investment Advisors LLC / VYM

Kingsbury Capital Investment Advisors LLC’s Vanguard Whitehall Fds Position

Does Kingsbury Capital Investment Advisors LLC own Vanguard Whitehall Fds (VYM)? Yes — 14.1K shares worth $1M (+2.05% of its 13F portfolio) as of Q3 2022, up from 11.0K shares the prior filed quarter.

Position Value
$1M
Q3 2022
Shares
14.1K
% of Portfolio
+2.05%
Quarters Held
3
currently held

Position History VYM

Reported value by quarter
Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202214.1K$1M+2.05%
Q2 202211.0K$1M+1.53%
Q1 20229.3K$1M+1.14%

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