VWOB — VANGUARD WHITEHALL FDS

Ownership history in Marks Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Marks Wealth, 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
5.59% (2025 Q4)
Avg. % of fund
5.59%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 247,679 — — 5.59% $16.7M $66.78
% 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% 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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