SEC 13F Intelligence

Englebert Financial Advisers, LLC / VYMI

Englebert Financial Advisers, LLC’s Vanguard Whitehall Fds Position

Does Englebert Financial Advisers, LLC own Vanguard Whitehall Fds (VYMI)? Yes — 23.5K shares worth $2M (+2.51% of its 13F portfolio) as of Q1 2026, up from 19.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
23.5K
% of Portfolio
+2.51%
Quarters Held
2
currently held

Position History VYMI

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.5K$2M+2.51%
Q4 202519.4K$2M+2.00%

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