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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $3.0M 45k 66.37
2024-06-30 $2.0M 31k 62.91
2024-03-31 $2.0M 31k 63.85

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding Vanguard Whitehall Fds Inc emerg mkt bd etf

Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sei Investments
Bank of America Corporation
Varma Mutual Pension Insurance
Bank of New York Mellon
Envestnet Asset Management
USS Investment Management
Wells Fargo & Company
Pnc Financial Services
Morgan Stanley
Sumitomo Mitsui Asset Management Company
Mather Group
Morningstar Investment Services
CI Private Wealth

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