VWOB — VANGUARD WHITEHALL FDS

Ownership history in Clear Creek Financial Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Clear Creek Financial Management, LLC reported a position in VANGUARD WHITEHALL FDS (VWOB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.67% (2020 Q3)
Avg. % of fund
0.23%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,788 -3,860 -33.1% 0.05% $521K $65.02
2025 Q2 REDUCED 11,648 -321 -2.7% 0.07% $761K $62.54
2025 Q1 REDUCED 11,969 -1,120 -8.6% 0.08% $768K $60.49
2024 Q4 REDUCED 13,089 -872 -6.2% 0.09% $827K $58.84
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VWOB price (monthly, adj. close)

Other funds also holding VWOB

As of 2025 Q4 — sorted by position size

Financial Alternatives, Inc 3Y 8.66% Marks Wealth, LLC 3Y 5.59% KITCHING PARTNERS, LLC 5.0% North Ridge Wealth Advisors, Inc. 4.89% REGIMEN WEALTH, LLC 3Y 4.54% Virtus Family Office LLC 3Y 4.38% Keudell/Morrison Wealth Management 3Y 4.16% GP Brinson Investments LLC 3Y 3.97% BlueSky Wealth Advisors, LLC 3Y 7Y 3.5% Ameraudi Asset Management, Inc. 3Y 3.48%
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