VWOB — VANGUARD WHITEHALL FDS

Ownership history in Financial Alternatives, Inc  ·  13 quarters on record

This page tracks every 13F SEC filing in which Financial Alternatives, Inc 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
8.87% (2025 Q1)
Avg. % of fund
8.25%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 220,994 +14,934 +7.2% 8.66% $14.9M $66.78
2025 Q3 ADDED 206,060 +6,990 +3.5% 8.35% $13.8M $65.02
2025 Q2 ADDED 199,070 +5,319 +2.7% 8.47% $13.0M $62.54
2025 Q1 ADDED 193,751 +11,799 +6.5% 8.87% $12.4M $60.49
9 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

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% Greystone Financial Group, LLC 3Y 3.46%
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