VIGI β€” VANGUARD WHITEHALL FDS

Ownership history in J. Mark Nickell & Co.  Β·  1 quarter on record

AI Ownership Summary

J. Mark Nickell & Co. reported VANGUARD WHITEHALL FDS (VIGI) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 4.18% in 2025 Q4. The latest visible filing shows VIGI at 4.18% 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 J. Mark Nickell & Co.'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
2025 Q4

VIGI was reported at 4.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.18% 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 2025 Q4

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.

How J. Mark Nickell & Co. held VIGI β€” position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 49,454 β€” β€” 4.18% $4.5M 2026-02-14 (Est.) $95.24

FAQ About J. Mark Nickell & Co. and VIGI

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

How long has J. Mark Nickell & Co. reported owning VIGI?

J. Mark Nickell & Co. reported VIGI across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported VIGI position in J. Mark Nickell & Co.'s portfolio?

The largest reported portfolio weight for VIGI was 4.18% in 2025 Q4.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2025 Q4, when J. Mark Nickell & Co. reported 49,454 shares, equal to 4.18% of portfolio, with an estimated market value of $4.5M.

What does the chart on this VIGI ownership page compare?

The chart compares J. Mark Nickell & Co.'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.

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