Ownership history in Whelan Financial · 18 quarters on record
This page tracks every 13F SEC filing in which Whelan Financial reported a position in VANGUARD SCOTTSDALE FDS (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 218,538 | +4,921 | +2.3% | 5.44% | $17.4M | $79.17 |
| 2025 Q3 | ADDED | 213,617 | +5,203 | +2.5% | 5.41% | $17.1M | $78.20 |
| 2025 Q2 | ADDED | 208,414 | +724 | +0.3% | 5.99% | $16.6M | $76.93 |
| 2025 Q1 | REDUCED | 207,690 | -598 | -0.3% | 6.38% | $16.4M | $75.55 |
As of 2025 Q4 — sorted by position size