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Disclosery

Marotta Asset Management: VWOB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on VWOB, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 264,603 VWOB shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 264,603 shares
    Change vs previous 13F +1,517 shares

    2.84% of the 13F portfolio, value $16,704,393.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 263,086 shares
    Change vs previous 13F +16,632 shares

    2.93% of the 13F portfolio, value $17,592,567.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 246,454 shares
    Change vs previous 13F +4,282 shares

    2.98% of the 13F portfolio, value $16,167,388.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 242,172 shares
    Change vs previous 13F -1,277 shares

    3.02% of the 13F portfolio, value $16,329,664.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 243,449 shares
    Change vs previous 13F +957 shares

    3.06% of the 13F portfolio, value $16,262,399.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 242,492 shares
    Change vs previous 13F -7,836 shares

    3.18% of the 13F portfolio, value $15,846,840.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 250,328 shares
    Change vs previous 13F +4,197 shares

    3.26% of the 13F portfolio, value $16,614,266.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 246,131 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $15,585,029.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).