Form 13-F position report

VANGUARD WHITEHALL FDS

Reported by Western Pacific Wealth Management LP

VYM CUSIP 921946406 Manager CIK 0001907320

Reported 74,156 shares, up 246 (0.3%) from the prior quarter.

Reported value 3.5%; share count 0.3% vs. the prior quarter.

Added
% of reported 13F value 11.17% This manager · Q1 2026
Shares 74,156 Quarter-end amount reported
Reported value $10,982,438 Fair value at quarter end
Consecutive quarters held 18 Through Q1 2026

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.

Reported position value by quarter
Date Holding Value
2021-12-31 1038000
2022-03-31 3649000
2022-06-30 3459000
2022-09-30 3104000
2022-12-31 3598415
2023-03-31 3711279
2023-06-30 4668353
2023-09-30 4241803
2023-12-31 4613139
2024-03-31 5731791
2024-06-30 5696930
2024-09-30 6184468
2024-12-31 6214109
2025-03-31 6281880
2025-06-30 7649846
2025-09-30 8774639
2025-12-31 10607499
2026-03-31 10982438
2026-06-30 11922074
2026-09-30 11740995

Quarterly position history

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

20 quarters
Quarterly reported position history for VANGUARD WHITEHALL FDS held by Western Pacific Wealth Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
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

Who else reported the position

2124 managers reported VANGUARD WHITEHALL FDS for Q1 2026.

Managers reporting VANGUARD WHITEHALL FDS in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 12,758,401 +229,521 0.14% $1,889,519,223 52 qtrs
MORGAN STANLEY Added 10,354,566 +151,570 0.09% $1,533,511,409 52 qtrs
RAYMOND JAMES FINANCIAL INC Reduced 7,617,263 -102,743 0.35% $1,128,116,693 6 qtrs
LPL Financial LLC Reduced 6,759,886 -60,233 0.27% $1,001,139,167 52 qtrs
WELLS FARGO & COMPANY MN Added 6,091,191 +584,934 0.17% $902,105,387 52 qtrs
JPMorgan Chase & Co Added 5,454,000 +90,998 0.05% $793,447,993 52 qtrs
Creative Planning Added 3,839,152 +220,398 0.39% $568,578,528 52 qtrs
UBS Group AG Added 3,722,386 +844,133 0.08% $551,285,367 46 qtrs
AMERIPRISE FINANCIAL INC Reduced 3,667,871 -519,970 0.13% $543,359,281 52 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 3,451,729 +967 0.14% $511,201,023 52 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
April 17, 2026
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
74,155
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.