SEC 13F Intelligence

Wade Financial Advisory, Inc / VIGI

Wade Financial Advisory, Inc’s Vanguard Whitehall Fds Position

Does Wade Financial Advisory, Inc own Vanguard Whitehall Fds (VIGI)? Yes — 53.2K shares worth $4M (+1.51% of its 13F portfolio) as of Q1 2025, down from 54.4K shares the prior filed quarter.

Position Value
$4M
Q1 2025
Shares
53.2K
% of Portfolio
+1.51%
Quarters Held
20
currently held

Position History VIGI

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202553.2K$4M+1.51%
Q4 202454.4K$4M+1.47%
Q3 202455.0K$5M+1.64%
Q2 202455.8K$5M+1.63%
Q1 202458.3K$5M+1.73%
Q4 202361.5K$5M+1.85%
Q3 202363.0K$4M+1.92%
Q2 202363.0K$5M+1.87%
Q1 202363.0K$5M+1.95%
Q4 202264.7K$5M+2.04%
Q3 202248.1K$3M+1.49%
Q2 202256.7K$4M+1.84%
Q1 202250.1K$4M+1.70%
Q4 202130.7K$3M+1.36%
Q3 202130.7K$3M+1.51%
Q2 202130.8K$3M+1.48%
Q1 202130.5K$3M+1.59%
Q3 202030.6K$2M+1.74%
Q2 202031.1K$2M+1.80%
Q1 202035.0K$2M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wade Financial Advisory, Inc’s full portfolio or all institutional holders of VIGI.