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Vanguard Whitehall Fds Inc emerg mkt bd etf shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Vanguard Whitehall Fds Inc emerg mkt bd etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Whitehall Fds Inc emerg mkt bd etf held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Whitehall Fds Inc emerg mkt bd etf by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $512k 7.6k 67.43

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Vanguard Whitehall Fds Inc emerg mkt bd etf

Betterment
Sei Investments
Wealthfront Advisers
Envestnet Asset Management
Ameriprise Financial
Pnc Financial Services
Savant Capital Management
Bank of New York Mellon
Wells Fargo & Company
Varma Mutual Pension Insurance
Mather Group
Bank Julius Baer & Co. Ltd, Zurich
Sumitomo Mitsui Asset Management Company
UBS Group
Kestra Investment Management

View all funds holding Vanguard Whitehall Fds Inc emerg mkt bd etf