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Disclosery

WBH ADVISORY INC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on VGIT, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 318,063 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,063 shares
    Change vs previous 13F -58,575 shares

    1.26% of the 13F portfolio, value $18,759,384.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 376,638 shares
    Change vs previous 13F +23,341 shares

    1.67% of the 13F portfolio, value $22,338,391.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 353,297 shares
    Change vs previous 13F -1,336 shares

    1.57% of the 13F portfolio, value $21,173,080.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 354,633 shares
    Change vs previous 13F +18,075 shares

    1.63% of the 13F portfolio, value $21,288,628.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 336,558 shares
    Change vs previous 13F +56,673 shares

    1.72% of the 13F portfolio, value $20,129,554.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 279,885 shares
    Change vs previous 13F +42,728 shares

    1.55% of the 13F portfolio, value $16,625,159.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 237,157 shares
    Change vs previous 13F -17,421 shares

    1.28% of the 13F portfolio, value $13,755,094.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 254,578 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $15,381,602.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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