Ownership history in Whelan Financial · 4 quarters on record
This page tracks every 13F SEC filing in which Whelan Financial reported a position in VANGUARD MALVERN FDS (VTIP). 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 | 433,770 | +13,487 | +3.2% | 6.70% | $21.5M | $49.46 |
| 2025 Q3 | ADDED | 420,283 | +12,550 | +3.1% | 6.74% | $21.3M | $49.27 |
| 2025 Q2 | ADDED | 407,733 | +206 | +0.1% | 7.41% | $20.5M | $48.51 |
| 2025 Q1 | INITIATED | 407,527 | — | — | 7.91% | $20.3M | $48.06 |
As of 2025 Q4 — sorted by position size