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Vanguard Whitehall Fds Inc emerg mkt bd etf shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Vanguard Whitehall Fds Inc emerg mkt bd etf

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All positions including Vanguard Whitehall Fds Inc emerg mkt bd etf held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Whitehall Fds Inc emerg mkt bd etf by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 31k 63.85

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Materials (XLB)
Global X Fds Glbl X Mlp Etf (MLPA)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Bloomberg Emergi (EBND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Whalen Wealth Management

Top funds holding Vanguard Whitehall Fds Inc emerg mkt bd etf

Betterment
Financial Gravity Wealth
Wells Fargo & Company
Bank of America Corporation
Bank of New York Mellon
USS Investment Management
Sumitomo Mitsui Asset Management Company
GenTrust
Bank Julius Baer & Co. Ltd, Zurich
CI Private Wealth
Mather Group
Pacific Life Fund Advisors
EP Wealth Advisors
UBS Group
Allianz Investment Management U.S

View all funds holding Vanguard Whitehall Fds Inc emerg mkt bd etf