SEC 13F Intelligence

Greystone Financial Group, LLC / VWOB

Greystone Financial Group, LLC’s Vanguard Whitehall Fds Position

Does Greystone Financial Group, LLC own Vanguard Whitehall Fds (VWOB)? Yes — 198.9K shares worth $13M (+3.70% of its 13F portfolio) as of Q1 2026, down from 328.8K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
198.9K
% of Portfolio
+3.70%
Quarters Held
3
currently held

Position History VWOB

Reported value by quarter
Q3 ’25: $22MQ3 ’25Q4 ’25: $22MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026198.9K$13M+3.70%
Q4 2025328.8K$22M+3.46%
Q3 2025325.0K$22M+3.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of VWOB.