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 INDEX FDS (VO). 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 | 46,574 | +482 | +1.0% | 4.22% | $13.5M | $290.22 |
| 2025 Q3 | REDUCED | 46,092 | -1,201 | -2.5% | 4.29% | $13.5M | $292.59 |
| 2025 Q2 | REDUCED | 47,293 | -146 | -0.3% | 4.79% | $13.2M | $277.75 |
| 2025 Q1 | REDUCED | 47,439 | -521 | -1.1% | 4.77% | $12.3M | $255.71 |
| 2024 Q4 | REDUCED | 47,960 | -476 | -1.0% | 4.98% | $12.7M | $260.00 |
| 2024 Q3 | ADDED | 48,436 | +133 | +0.3% | 5.26% | $12.8M | $258.65 |
| 2024 Q2 | ADDED | 48,303 | +95 | +0.2% | 5.22% | $11.7M | $236.49 |
| 2024 Q1 | REDUCED | 48,208 | -1,603 | -3.2% | 5.50% | $12.0M | $243.13 |
| 2023 Q4 | REDUCED | 49,811 | -1,040 | -2.0% | 5.41% | $11.6M | $225.48 |
| 2023 Q3 | ADDED | 50,851 | +1,381 | +2.8% | 5.58% | $10.6M | $200.79 |
As of 2025 Q4 — sorted by position size