SEC 13F Intelligence

Orba Wealth Advisors, L.L.C. / VYM

Orba Wealth Advisors, L.L.C.’s Vanguard Whitehall Fds Position

Does Orba Wealth Advisors, L.L.C. own Vanguard Whitehall Fds (VYM)? Yes — 6.6K shares worth $980,422 (+1.17% of its 13F portfolio) as of Q1 2026.

Position Value
$980,422
Q1 2026
Shares
6.6K
% of Portfolio
+1.17%
Quarters Held
10
currently held

Position History VYM

Reported value by quarter
Q4 ’23: $824,945Q4 ’23Q1 ’24: $894,116Q2 ’24: $876,454Q2 ’24Q3 ’24: $947,398Q4 ’24: $942,890Q4 ’24Q1 ’25: $953,015Q2 ’25: $933,170Q2 ’25Q3 ’25: $933,090Q4 ’25: $950,102Q4 ’25Q1 ’26: $980,422filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.6K$980,422+1.17%
Q4 20256.6K$950,102+0.82%
Q3 20256.6K$933,090+0.77%
Q2 20257.0K$933,170+0.85%
Q1 20257.4K$953,015+0.48%
Q4 20247.4K$942,890+0.49%
Q3 20247.4K$947,398+0.48%
Q2 20247.4K$876,454+0.45%
Q1 20247.4K$894,116+0.49%
Q4 20237.4K$824,945+0.49%

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