13F Filings History of WBH ADVISORY INC

Latest 13F report
Q3 2025 - 30 Oct 2025
Value $
$1,309,700,704
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 343 stock holdings with total value $1,309,700,704 as of Q3 2025. Top holdings included VTI, VGT, SCHB, SPLG, and XLK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 343 $1,309,700,704 +$98,809,551 -$34,854,527 +$63,955,024 VTI, VGT, SCHB, SPLG, XLK 13F-HR 30 Oct 2025, 15:42
Q2 2025 334 $1,173,287,702 +$83,690,079 -$64,937,014 +$18,753,065 VTI, VGT, SCHB, SPLG, XLK 13F-HR 29 Jul 2025, 17:43
Q1 2025 325 $1,071,837,794 +$54,428,401 -$35,723,597 +$18,704,804 VTI, VGT, SCHB, VXUS, FBND 13F-HR 09 May 2025, 18:14
Q4 2024 322 $1,077,551,536 +$128,742,069 -$26,325,454 +$102,416,615 VGT, VTI, SCHB, XLK, VXUS 13F-HR 30 Jan 2025, 19:03
Q3 2024 324 $1,055,983,082 +$36,758,858 -$26,071,978 +$10,686,880 VGT, VTI, SCHB, VXUS, XLK 13F-HR 15 Oct 2024, 14:44
Q2 2024 310 $987,997,341 +$31,938,126 -$27,246,649 +$4,691,477 VGT, VTI, SCHB, VXUS, XLK 13F-HR 11 Jul 2024, 13:52
Q1 2024 310 $971,816,564 +$44,004,730 -$28,358,575 +$15,646,155 VGT, VTI, SCHB, VXUS, XLK 13F-HR 16 Apr 2024, 13:59
Q4 2023 305 $899,102,255 +$45,882,279 -$40,573,575 +$5,308,704 VGT, VTI, SCHB, VXUS, XLK 13F-HR 09 Jan 2024, 16:48
Q3 2023 290 $814,872,764 +$31,310,566 -$27,956,906 +$3,353,660 VGT, VTI, SCHB, VXUS, XLK 13F-HR 10 Oct 2023, 12:39
Q2 2023 298 $843,944,668 +$28,901,589 -$28,031,080 +$870,509 VGT, VTI, SCHB, VXUS, XLK 13F-HR 12 Jul 2023, 14:53
Q1 2023 296 $800,819,665 +$88,761,002 -$70,605,776 +$18,155,226 VGT, VTI, SCHB, VXUS, XLK 13F-HR 20 Apr 2023, 14:57
Q3 2022 286 $693,069,000 +$70,672,878 -$73,781,002 -$3,108,124 VGT, VTI, SCHB, VHT, VB 13F-HR 18 Oct 2022, 11:09
Q2 2022 300 $749,442,000 +$81,723,571 -$73,468,456 +$8,255,115 VGT, VTI, VUSB, VOOV, SCHB 13F-HR 12 Jul 2022, 16:43
Q1 2022 312 $813,967,000 +$97,843,063 -$52,505,365 +$45,337,698 VGT, VTI, SCHB, VHT, XLK 13F-HR 29 Apr 2022, 13:21
Q4 2021 307 $876,593,000 +$105,184,285 -$28,759,359 +$76,424,926 VGT, VTI, SCHB, XLK, VB 13F-HR 28 Jan 2022, 13:38
Q3 2021 287 $743,277,000 +$87,038,835 -$8,403,069 +$78,635,766 VGT, VTI, SCHB, XLK, VB 13F-HR 25 Oct 2021, 10:14
Q2 2021 262 $682,124,000 +$29,248,838 -$16,144,505 +$13,104,333 VGT, VTI, SCHB, VHT, VB 13F-HR 27 Jul 2021, 10:19
Q1 2021 259 $617,898,000 +$31,969,865 -$8,354,315 +$23,615,550 VGT, VTI, SCHB, VB, VHT 13F-HR 19 Apr 2021, 11:03
Q4 2020 254 $579,185,000 +$23,676,480 -$13,069,596 +$10,606,884 VGT, VTI, SCHB, VHT, VB 13F-HR 21 Jan 2021, 13:34
Q3 2020 243 $495,422,000 +$39,077,362 -$14,025,468 +$25,051,894 VGT, VTI, SCHB, VHT, VB 13F-HR 27 Oct 2020, 16:43
Q2 2020 230 $409,686,000 +$21,443,346 -$16,688,354 +$4,754,992 VTI, SCHB, VHT, VB, VT 13F-HR 05 Aug 2020, 16:23
Q1 2020 215 $368,938,000 +$37,150,200 -$36,839,609 +$310,591 VGT, VTI, VHT, SCHB, VT 13F-HR 07 May 2020, 16:32
Q4 2019 244 $469,462,000 +$13,279,942 -$11,121,968 +$2,157,974 VGT, VTI, SCHB, VHT, VB 13F-HR 27 Jan 2020, 17:05
Q3 2019 237 $436,577,000 +$13,121,818 -$10,354,962 +$2,766,856 VGT, VTI, SCHB, VHT, VB 13F-HR 25 Oct 2019, 10:24
Q2 2019 233 $431,368,000 +$7,177,707 -$12,296,897 -$5,119,190 VGT, VTI, VHT, SCHB, VB 13F-HR 02 Aug 2019, 14:42
Q1 2019 232 $420,190,000 +$18,923,530 -$10,659,297 +$8,264,233 VGT, VTI, VHT, SCHB, VB 13F-HR 22 Apr 2019, 14:48
Q4 2018 224 $367,954,248 +$23,771,491 -$15,696,663 +$8,074,828 VGT, VTI, VHT, VB, SCHB 13F-HR 29 Jan 2019, 10:55
Q3 2018 247 $412,523,000 +$14,323,373 -$8,603,226 +$5,720,147 VGT, VTI, VHT, VB, SCHB 13F-HR 29 Oct 2018, 16:27
Q2 2018 231 $379,160,000 +$10,516,189 -$3,932,101 +$6,584,088 VGT, VTI, VHT, VB, VFH 13F-HR 31 Jul 2018, 13:00
Q1 2018 225 $367,823,000 +$9,663,086 -$6,984,578 +$2,678,508 VGT, VTI, VHT, VB, VFH 13F-HR 30 Apr 2018, 12:46
Q4 2017 223 $370,897,000 +$7,985,272 -$9,195,716 -$1,210,444 VGT, VTI, VHT, VB, VFH 13F-HR 31 Jan 2018, 16:41
Q3 2017 221 $349,292,000 +$6,714,448 -$7,386,826 -$672,378 VGT, VHT, VTI, VB, VFH 13F-HR 29 Nov 2017, 12:02
Q2 2017 227 $329,552,000 +$7,920,344 -$9,504,935 -$1,584,591 VGT, VHT, VTI, VB, VFH 13F-HR 21 Jul 2017, 15:47
Q1 2017 229 $331,662,000 +$23,234,683 -$3,384,744 +$19,849,939 VGT, VTI, VHT, VB, VFH 13F-HR 21 Apr 2017, 12:20
Q4 2016 221 $299,812,000 +$11,734,173 -$10,526,283 +$1,207,890 VGT, VTI, VB, VHT, VFH 13F-HR 20 Jan 2017, 10:07
Q3 2016 223 $292,227,000 +$36,528,653 -$6,705,646 +$29,823,007 VGT, VHT, VTI, VB, VFH 13F-HR 24 Oct 2016, 14:25
Q2 2016 197 $256,899,000 +$6,410,514 -$9,004,171 -$2,593,657 VGT, VHT, VTI, VB, VFH 13F-HR 25 Jul 2016, 11:08
Q1 2016 198 $249,797,000 +$11,665,675 -$8,432,744 +$3,232,931 VGT, VHT, VTI, VB, VFH 13F-HR 15 Apr 2016, 12:22
Q4 2015 197 $286,142,000 +$14,731,955 -$14,383,921 +$348,034 GRPN, VGT, VHT, VTI, VB 13F-HR 19 Jan 2016, 14:53
Q3 2015 194 $235,127,000 +$12,194,675 -$11,600,738 +$593,937 VGT, VHT, VB, VTI, VFH 13F-HR 15 Oct 2015, 11:01
Q2 2015 197 $254,464,000 +$5,803,026 -$10,979,673 -$5,176,647 VGT, VHT, VB, VTI, VFH 13F-HR 20 Jul 2015, 14:51
Q1 2015 213 $262,231,270 +$15,904,413 -$19,779,418 -$3,875,005 VGT, VHT, VB, VTI, VFH 13F-HR 22 Apr 2015, 16:01
Q4 2014 210 $265,213,000 +$6,891,247 -$12,001,617 -$5,110,370 VGT, VHT, VB, VFH, VTI 13F-HR 23 Jan 2015, 14:43
Q3 2014 212 $258,810,000 +$7,843,274 -$6,709,682 +$1,133,592 VGT, VHT, VB, VFH, VTI 13F-HR 17 Oct 2014, 13:56
Q2 2014 214 $263,932,000 +$8,847,442 -$4,830,724 +$4,016,718 VGT, VB, VHT, VFH, VEU 13F-HR 21 Jul 2014, 14:42
Q1 2014 214 $250,883,000 +$12,464,335 -$11,430,279 +$1,034,056 VGT, VB, VHT, VFH, VEU 13F-HR 29 Apr 2014, 16:22
Q4 2013 204 $248,257,000 $0 $0 $0 VGT, VB, VHT, VEU, VFH New Holdings 19 Feb 2014, 12:32
Q4 2013 202 $247,095,000 $0 $0 $0 VGT, VB, VHT, VEU, VFH 13F-HR 27 Jan 2014, 11:53