• 13F History

WBH ADVISORY INC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$1.08B
Signature - Title
Marc Hertzberg - Chief Compliance Officer
Location
Baltimore, MD
Summary
This page shows a list of all the recent 13F filings made by WBH ADVISORY INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WBH ADVISORY INC reported 322 stock holdings with total value $1.08B as of Q4 2024. Top holdings included VGT, VTI, SCHB, XLK, and VXUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 322 $1.08B +$129M -$26.3M +$102M VGT, VTI, SCHB, XLK, VXUS 13F-HR 1/30/2025, 07:03 PM
Q3 2024 324 $1.06B +$36.8M -$26.1M +$10.7M VGT, VTI, SCHB, VXUS, XLK 13F-HR 10/15/2024, 02:44 PM
Q2 2024 310 $988M +$31.9M -$27.2M +$4.69M VGT, VTI, SCHB, VXUS, XLK 13F-HR 7/11/2024, 01:52 PM
Q1 2024 310 $972M +$44M -$28.4M +$15.6M VGT, VTI, SCHB, VXUS, XLK 13F-HR 4/16/2024, 01:59 PM
Q4 2023 305 $899M +$45.9M -$40.6M +$5.31M VGT, VTI, SCHB, VXUS, XLK 13F-HR 1/9/2024, 04:48 PM
Q3 2023 290 $815M +$31.3M -$24.4M +$6.89M VGT, VTI, SCHB, VXUS, XLK 13F-HR 10/10/2023, 12:39 PM
Q2 2023 298 $844M +$28.9M -$21.9M +$6.96M VGT, VTI, SCHB, VXUS, XLK 13F-HR 7/12/2023, 02:53 PM
Q1 2023 296 $801M +$88.8M -$65.1M +$23.7M VGT, VTI, SCHB, VXUS, XLK 13F-HR 4/20/2023, 02:57 PM
Q3 2022 286 $693M +$70.7M -$63.8M +$6.85M VGT, VTI, SCHB, VHT, VB 13F-HR 10/18/2022, 11:09 AM
Q2 2022 299 $749M +$81.7M -$62.4M +$19.3M VGT, VTI, VUSB, VOOV, SCHB 13F-HR 7/12/2022, 04:43 PM
Q1 2022 309 $814M +$97.8M -$45.8M +$52M VGT, VTI, SCHB, VHT, XLK 13F-HR 4/29/2022, 01:21 PM
Q4 2021 307 $877M +$105M -$24.8M +$80.4M VGT, VTI, SCHB, XLK, VB 13F-HR 1/28/2022, 12:38 PM
Q3 2021 287 $743M +$87M -$8.4M +$78.6M VGT, VTI, SCHB, XLK, VB 13F-HR 10/25/2021, 10:14 AM
Q2 2021 261 $682M +$29.2M -$16.1M +$13.1M VGT, VTI, SCHB, VHT, VB 13F-HR 7/27/2021, 10:19 AM
Q1 2021 259 $618M +$32M -$8.35M +$23.6M VGT, VTI, SCHB, VB, VHT 13F-HR 4/19/2021, 11:03 AM
Q4 2020 252 $579M +$23.7M -$12.1M +$11.5M VGT, VTI, SCHB, VHT, VB 13F-HR 1/21/2021, 12:34 PM
Q3 2020 243 $495M +$39.1M -$5.47M +$33.6M VGT, VTI, SCHB, VHT, VB 13F-HR 10/27/2020, 04:43 PM
Q2 2020 227 $406M +$20.7M -$13.3M +$7.39M VTI, SCHB, VHT, VB, VT 13F-HR 8/5/2020, 04:23 PM
Q1 2020 213 $366M +$37M -$24.5M +$12.4M VGT, VTI, VHT, SCHB, VT 13F-HR 5/7/2020, 04:32 PM
Q4 2019 241 $465M +$13.2M -$8.93M +$4.25M VGT, VTI, SCHB, VHT, VB 13F-HR 1/27/2020, 04:05 PM
Q3 2019 235 $433M +$13.1M -$8.85M +$4.27M VGT, VTI, SCHB, VHT, VB 13F-HR 10/25/2019, 10:24 AM
Q2 2019 232 $428M +$7.17M -$9.53M -$2.36M VGT, VTI, VHT, SCHB, VB 13F-HR 8/2/2019, 02:42 PM
Q1 2019 231 $420M +$18.9M -$6.25M +$12.7M VGT, VTI, VHT, SCHB, VB 13F-HR 4/22/2019, 02:48 PM
Q4 2018 221 $364M +$23.7M -$8.56M +$15.2M VGT, VTI, VHT, VB, SCHB 13F-HR 1/29/2019, 09:55 AM
Q3 2018 244 $408M +$14.2M -$8.21M +$5.98M VGT, VTI, VHT, VB, SCHB 13F-HR 10/29/2018, 04:27 PM
Q2 2018 228 $379M +$10.5M -$3.33M +$7.19M VGT, VTI, VHT, VB, VFH 13F-HR 7/31/2018, 01:00 PM
Q1 2018 224 $368M +$9.66M -$4.19M +$5.48M VGT, VTI, VHT, VB, VFH 13F-HR 4/30/2018, 12:46 PM
Q4 2017 221 $371M +$8.02M -$8.08M -$61.2K VGT, VTI, VHT, VB, VFH 13F-HR 1/31/2018, 03:41 PM
Q3 2017 217 $349M +$6.72M -$87.6M -$80.9M VGT, VHT, VTI, VB, VFH 13F-HR 11/29/2017, 11:02 AM
Q2 2017 221 $329M +$8.04M -$5.73M +$2.31M VGT, VHT, VTI, VB, VFH 13F-HR 7/21/2017, 03:47 PM
Q1 2017 227 $331M +$23.2M -$2.16M +$21.1M VGT, VTI, VHT, VB, VFH 13F-HR 4/21/2017, 12:20 PM
Q4 2016 217 $299M +$11.5M -$8.19M +$3.3M VGT, VTI, VB, VHT, VFH 13F-HR 1/20/2017, 09:07 AM
Q3 2016 223 $292M +$36.5M -$2.82M +$33.7M VGT, VHT, VTI, VB, VFH 13F-HR 10/24/2016, 02:25 PM
Q2 2016 197 $257M +$6.41M -$6.57M -$162K VGT, VHT, VTI, VB, VFH 13F-HR 7/25/2016, 11:08 AM
Q1 2016 197 $250M +$11.7M -$2.94M +$8.72M VGT, VHT, VTI, VB, VFH 13F-HR 4/15/2016, 12:22 PM
Q4 2015 197 $246M +$14.9M -$9.47M +$5.39M VGT, VHT, VTI, VB, VFH 13F-HR 1/19/2016, 01:53 PM
Q3 2015 193 $235M +$12.2M -$7.59M +$4.61M VGT, VHT, VB, VTI, VFH 13F-HR 10/15/2015, 11:01 AM
Q2 2015 197 $254M +$5.8M -$6.42M -$616K VGT, VHT, VB, VTI, VFH 13F-HR 7/20/2015, 02:51 PM
Q1 2015 212 $262M +$15.9M -$16.3M -$445K VGT, VHT, VB, VTI, VFH 13F-HR 4/22/2015, 04:01 PM
Q4 2014 210 $265M +$6.94M -$7.55M -$616K VGT, VHT, VB, VFH, VTI 13F-HR 1/23/2015, 01:43 PM
Q3 2014 211 $259M +$7.84M -$3.55M +$4.3M VGT, VHT, VB, VFH, VTI 13F-HR 10/17/2014, 01:56 PM
Q2 2014 213 $264M +$8.85M -$2.96M +$5.89M VGT, VB, VHT, VFH, VEU 13F-HR 7/21/2014, 02:42 PM
Q1 2014 213 $251M +$12.5M -$9.13M +$3.34M VGT, VB, VHT, VFH, VEU 13F-HR 4/29/2014, 04:22 PM
Q4 2013 204 $248M VGT, VB, VHT, VEU, VFH New Holdings 2/19/2014, 11:32 AM
Q4 2013 202 $247M VGT, VB, VHT, VEU, VFH 13F-HR 1/27/2014, 10:53 AM