Ownership history in Whelan Financial Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Whelan Financial underperformed the S&P 500 by β6.1% annually on this VO position. Timing score: 65% (11/17 decisions correct). Average cost basis: $216.50. Maximum drawdown during holding period: β25.5%.
β Significantly underperformed the S&P 500 by 6.1% ann.
17 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 17 add/trim decisions correct
Best entry: $178.26 (2022 Q3) Β· Worst: $290.22 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 9 trims. Bought during 5 of 7 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.22% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size