VWOB — VANGUARD WHITEHALL FDS

Ownership history in REGIMEN WEALTH, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which REGIMEN 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
4.54% (2025 Q4)
Avg. % of fund
3.49%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 230,388 +4,227 +1.9% 4.54% $15.5M $66.78
2025 Q3 ADDED 226,161 +3,981 +1.8% 4.49% $15.1M $65.02
2025 Q2 ADDED 222,180 +66,859 +43.0% 4.51% $14.5M $62.54
2025 Q1 ADDED 155,321 +3,313 +2.2% 3.21% $10.0M $60.49
8 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% 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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