SEC 13F Intelligence

Wealth Advisory Team LLC / VYM

Wealth Advisory Team LLC’s Vanguard Whitehall Fds Position

Does Wealth Advisory Team LLC own Vanguard Whitehall Fds (VYM)? Yes49.5K shares worth $7M (+6.28% of its 13F portfolio) as of Q4 2025, down from 50.7K shares the prior filed quarter.

Position Value
$7M
Q4 2025
Shares
49.5K
% of Portfolio
+6.28%
Quarters Held
2
currently held

Position History VYM

Reported value by quarter
Q2 ’25: $7MQ2 ’25Q4 ’25: $7MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202549.5K$7M+6.28%
Q2 202550.7K$7M+6.33%

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