Whelan Financial VNQ — VANGUARD INDEX FDS

Ownership history in Whelan Financial  ·  19 quarters on record

AI Ownership Summary

Whelan Financial reported VANGUARD INDEX FDS (VNQ) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.08% in 2024 Q3. The latest visible filing shows VNQ at 7.28% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VNQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whelan Financial's position in VANGUARD INDEX 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

VNQ was reported at 7.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.08% 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.

VNQ stock page Whelan Financial fund profile Whelan Financial full holdings
How Whelan Financial held VNQ — position size vs. price
% of Fund (quarterly)    VNQ 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 ADDED — — — 264,486 +4,972 +1.9% 7.28% $23.5M 2026-04-24 $95.30
2025 Q4 ADDED — — — 259,514 +364 +0.1% 7.17% $23.0M 2026-02-02 $88.91
2025 Q3 ADDED — — — 259,150 +4,453 +1.7% 7.51% $23.7M 2025-10-29 $86.80
2025 Q2 ADDED — — — 254,697 +2,131 +0.8% 8.20% $22.7M 2025-07-21 $87.71
2025 Q1 REDUCED — — — 252,566 -423 -0.2% 8.89% $22.9M 2025-04-29 $84.65
2024 Q4 ADDED — — — 252,989 +1,749 +0.7% 8.86% $22.5M 2025-02-14 $87.23
2024 Q3 ADDED — — — 251,240 +537 +0.2% 10.08% $24.5M 2024-10-28 $90.55
2024 Q2 ADDED — — — 250,703 +10,884 +4.5% 9.38% $21.0M 2024-07-29 $84.18
2024 Q1 REDUCED — — — 239,819 -1,427 -0.6% 9.47% $20.7M 2024-04-19 $72.96
2023 Q4 ADDED — — — 241,246 +9,899 +4.3% 9.95% $21.3M 2024-01-18 $77.27
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VNQ

As of 2026 Q1 — sorted by position size

Gibson Capital, LLC 3Y 7Y 22.91% Vanderbilt University 14.58% VISTA CAPITAL PARTNERS, INC. 3Y 7Y 12.92% DEFINE FINANCIAL, LLC 10.46% Fairfield University 3Y 7Y 9.59% Fort Henry Capital, LLC 3Y 8.89% Somnio Financial Group, LLC 8.23% CAMBRIDGE CAPITAL MANAGEMENT, LLC 7.08% Horizons Wealth Management 3Y 6.81% Allodium Investment Consultants, LLC 6.72%

FAQ About Whelan Financial and VNQ

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

How long has Whelan Financial reported owning VNQ?

Whelan Financial reported VNQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VNQ position in Whelan Financial's portfolio?

The largest reported portfolio weight for VNQ was 10.08% in 2024 Q3.

What is the latest reported VNQ position on this page?

The most recent filing on this page is 2026 Q1, when Whelan Financial reported 264,486 shares, equal to 7.28% of portfolio, with an estimated market value of $23.5M.

What does the chart on this VNQ ownership page compare?

The chart compares Whelan Financial's quarterly VNQ 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 Whelan Financial time their VNQ position?

Based on 13F filing dates vs. subsequent VNQ price moves, Whelan Financial correctly timed 8 out of 18 reported position changes (44%). The annualised alpha on VNQ relative to SPY over the holding period was -9.7%.

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