Asempa Wealth Advisors VIGI — VANGUARD WHITEHALL FDS

Ownership history in Asempa Wealth Advisors  ·  4 quarters on record

AI Ownership Summary

Asempa Wealth Advisors reported VANGUARD WHITEHALL FDS (VIGI) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.53% in 2025 Q4. The latest visible filing shows VIGI at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VIGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Asempa Wealth Advisors's position in VANGUARD WHITEHALL FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VIGI was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIGI stock page Asempa Wealth Advisors fund profile Asempa Wealth Advisors full holdings
How Asempa Wealth Advisors held VIGI — position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,171 -2,558 -38.0% 0.30% $391K 2026-10-07 $93.67
2026 Q2 ADDED — — — 6,729 +27 +0.4% 0.47% $628K 2026-07-13 $94.13
2026 Q1 ADDED — — — 6,702 +30 +0.4% 0.52% $601K 2026-04-08 $90.86
2025 Q4 INITIATED — — — 6,672 — — 0.53% $610K 2026-01-08 $91.13

🏢 Other funds also holding VIGI

As of 2026 Q3 — sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 2.07% Montecito Bank & Trust 3Y 7Y 1.24% EASTERN BANK 3Y 7Y 0.27% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.12% Martin Capital Partners, LLC 3Y 7Y 0.11% Apella Capital, LLC 3Y 0.08% Wealth Enhancement Trust Services, Inc. 0.06% Hickory Point Bank & Trust 0.04% ELEVATION WEALTH PARTNERS, LLC 3Y 0.01% MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About Asempa Wealth Advisors and VIGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Asempa Wealth Advisors reported owning VIGI?

Asempa Wealth Advisors reported VIGI across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported VIGI position in Asempa Wealth Advisors's portfolio?

The largest reported portfolio weight for VIGI was 0.53% in 2025 Q4.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2026 Q3, when Asempa Wealth Advisors reported 4,171 shares, equal to 0.30% of portfolio, with an estimated market value of $391K.

What does the chart on this VIGI ownership page compare?

The chart compares Asempa Wealth Advisors's quarterly VIGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Asempa Wealth Advisors time their VIGI position?

Based on 13F filing dates vs. subsequent VIGI price moves, Asempa Wealth Advisors correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VIGI relative to SPY over the holding period was +248825.6%.

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