SEC 13F Intelligence

Coordinated Financial Services, Inc. / VYM

Coordinated Financial Services, Inc.’s Vanguard Whitehall Fds Position

Does Coordinated Financial Services, Inc. own Vanguard Whitehall Fds (VYM)? Yes15.2K shares worth $2M (+1.29% of its 13F portfolio) as of Q1 2026, down from 15.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
15.2K
% of Portfolio
+1.29%
Quarters Held
5
currently held

Position History VYM

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.2K$2M+1.29%
Q4 202515.3K$2M+1.26%
Q3 202515.6K$2M+1.41%
Q2 202515.5K$2M+1.43%
Q4 202415.5K$2M+1.55%

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