Whalen Wealth Management Inc. VWOB — VANGUARD WHITEHALL FDS

Ownership history in Whalen Wealth Management Inc.  ·  10 quarters on record

AI Ownership Summary

Whalen Wealth Management Inc. reported VANGUARD WHITEHALL FDS (VWOB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.13% in 2024 Q3. The latest visible filing shows VWOB at 0.91% 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 VWOB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whalen Wealth Management Inc.'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 Q1

VWOB was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

VWOB stock page Whalen Wealth Management Inc. fund profile Whalen Wealth Management Inc. full holdings
How Whalen Wealth Management Inc. held VWOB — position size vs. price
% of Fund (quarterly)    VWOB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 25,719 -10,118 -28.2% 0.91% $1.7M 2026-04-13 $66.40
2025 Q4 ADDED — — — 35,837 +943 +2.7% 1.30% $2.4M 2026-01-20 $65.49
2025 Q3 REDUCED — — — 34,894 -186 -0.5% 1.36% $2.3M 2025-10-09 $64.31
2025 Q2 ADDED — — — 35,080 +3,888 +12.5% 1.44% $2.3M 2025-08-04 $62.60
2025 Q1 ADDED — — — 31,192 +14,561 +87.6% 1.34% $2.0M 2025-04-22 $58.67
2024 Q4 REDUCED 63.3% +2.8% ❌ 16,631 -28,680 -63.3% 0.73% $1.1M 2025-01-17 $58.45
2024 Q3 ADDED — — — 45,311 +14,092 +45.1% 2.13% $3.0M 2024-11-07 $58.87
2024 Q2 REDUCED — — — 31,219 -112 -0.4% 1.56% $2.0M 2024-08-01 $57.13
2024 Q1 ADDED — — — 31,331 +14,454 +85.6% 1.48% $2.0M 2024-04-25 $54.52
2023 Q4 INITIATED — — — 16,877 — — 0.97% $1.1M 2024-02-13 $53.69

🏢 Other funds also holding VWOB

As of 2026 Q1 — sorted by position size

Financial Alternatives, Inc 3Y 8.62% REGIMEN WEALTH, LLC 3Y 6.37% KITCHING PARTNERS, LLC 4.94% Keudell/Morrison Wealth Management 3Y 4.87% North Ridge Wealth Advisors, Inc. 3Y 4.82% GP Brinson Investments LLC 3Y 4.07% Virtus Family Office LLC 3Y 3.73% Greystone Financial Group, LLC 3Y 3.7% Ameraudi Asset Management, Inc. 3Y 3.45% BlueSky Wealth Advisors, LLC 3Y 7Y 3.44%

FAQ About Whalen Wealth Management Inc. and VWOB

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

How long has Whalen Wealth Management Inc. reported owning VWOB?

Whalen Wealth Management Inc. reported VWOB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VWOB position in Whalen Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for VWOB was 2.13% in 2024 Q3.

What is the latest reported VWOB position on this page?

The most recent filing on this page is 2026 Q1, when Whalen Wealth Management Inc. reported 25,719 shares, equal to 0.91% of portfolio, with an estimated market value of $1.7M.

What does the chart on this VWOB ownership page compare?

The chart compares Whalen Wealth Management Inc.'s quarterly VWOB 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 Whalen Wealth Management Inc. time their VWOB position?

Based on 13F filing dates vs. subsequent VWOB price moves, Whalen Wealth Management Inc. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on VWOB relative to SPY over the holding period was -6.4%.

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