Form 13-F position report

VANGUARD WHITEHALL FDS (VANGUA

Reported by Western Pacific Wealth Management LP

ETF profile Manager portfolio Source filing
VYM CUSIP 921946406 Manager CIK 0001907320
Latest reported change

First reported at 9,264 shares this quarter.

New
% of reported 13F value 0.67% This manager · Q4 2021
Shares 9,264 Quarter-end amount reported
Reported value $1,038,000 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2021

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 75,651 +209 (0.3%) 9.89% $11,740,995 2026-10-16
Q2 2026 Added 75,442 +1,286 (1.7%) 10.78% $11,922,074 2026-08-07
Q1 2026 Added 74,156 +246 (0.3%) 11.17% $10,982,438 2026-04-17
Q4 2025 Added 73,910 +11,656 (18.7%) 10.27% $10,607,499 2026-02-04
Q3 2025 Added 62,254 +4,870 (8.5%) 8.56% $8,774,639 2025-10-21
Q2 2025 Added 57,384 +8,672 (17.8%) 7.34% $7,649,846 2025-07-10
Q1 2025 Added 48,712 +8 (0.0%) 5.68% $6,281,880 2025-04-17
Q4 2024 Added 48,704 +463 (1.0%) 5.01% $6,214,109 2025-01-24
Q3 2024 Added 48,241 +206 (0.4%) 4.11% $6,184,468 2024-10-31
Q2 2024 Added 48,035 +661 (1.4%) 4.31% $5,696,930 2024-08-14
Q1 2024 Added 47,374 +6,049 (14.6%) 4.16% $5,731,791 2024-05-15
Q4 2023 Added 41,325 +270 (0.7%) 3.37% $4,613,139 2024-02-09
Q3 2023 Reduced 41,055 -2,957 (-6.7%) 3.48% $4,241,803 2023-10-26
Q2 2023 Added 44,012 +8,834 (25.1%) 3.54% $4,668,353 2023-08-08
Q1 2023 Added 35,178 +1,924 (5.8%) 2.84% $3,711,279 2023-05-11
Q4 2022 Added 33,254 +538 (1.6%) 2.99% $3,598,415 2023-02-03
Q3 2022 Reduced 32,716 -1,300 (-3.8%) 3.08% $3,104,000 2022-10-27
Q2 2022 Added 34,016 +1,500 (4.6%) 3.37% $3,459,000 2022-08-01
Q1 2022 Added 32,516 +23,252 (251.0%) 2.66% $3,649,000 2022-04-21
Q4 2021 New 9,264 +9,264 (0.0%) 0.67% $1,038,000 2022-02-14
Institutional context

Who else reported the position

1287 managers reported VANGUARD WHITEHALL FDS (VANGUA for Q4 2021.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 13,096,301 +5,193,866 0.14% $1,468,226,000 35 qtrs
MORGAN STANLEY Added 7,810,243 +247,699 0.11% $875,606,000 35 qtrs
LPL Financial LLC Added 3,891,825 +250,197 0.37% $436,313,000 35 qtrs
RAYMOND JAMES & ASSOCIATES Added 3,835,067 +45,706 0.35% $429,950,000 35 qtrs
Creative Planning Reduced 3,700,046 -134,491 0.67% $414,812,000 35 qtrs
WELLS FARGO & COMPANY MN Added 3,682,009 +126,645 0.1% $412,790,000 35 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 3,212,313 +93,126 0.18% $360,132,000 35 qtrs
Raymond James Financial Services Advisors Inc Added 3,077,488 +152,950 0.64% $345,017,000 33 qtrs
AMERIPRISE FINANCIAL INC Added 3,019,364 +16,569 0.09% $338,174,000 35 qtrs
UBS Group AG Added 2,559,761 +59,288 0.08% $286,975,000 29 qtrs
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Filing details and methodology As reported
Report period
December 31, 2021
Filed
February 14, 2022
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
9,264
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.