Bridgewealth Advisory Group, LLC VWO VANGUARD INTL EQUITY INDEX F

Ownership history in Bridgewealth Advisory Group, LLC  ·  9 quarters on record

AI Ownership Summary

Bridgewealth Advisory Group, LLC reported VANGUARD INTL EQUITY INDEX F (VWO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.85% in 2025 Q3. The latest visible filing shows VWO at 0.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridgewealth Advisory Group, LLC's position in VANGUARD INTL EQUITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VWO was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bridgewealth Advisory Group, LLC held VWO — position size vs. price
% of Fund (quarterly)    VWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 69,146 +1,364 +2.0% 0.82% $3.7M 2026-02-14 (Est.) $57.75
2025 Q3 ADDED 67,782 +3,212 +5.0% 0.85% $3.7M 2025-10-23 $53.86
2025 Q2 ADDED 64,570 +55,391 +603.5% 0.81% $3.2M 2025-08-04 $48.78
2025 Q1 REDUCED 84.2% +9.6% 9,179 -49,079 -84.2% 0.55% $415K 2025-05-13 $46.08
2024 Q4 ADDED 58,258 +14,136 +32.0% 0.75% $2.7M 2025-02-14 $44.59
2024 Q3 ADDED 44,122 +5,455 +14.1% 0.77% $2.1M 2024-11-13 $43.17
2024 Q2 ADDED 38,667 +307 +0.8% 0.75% $1.7M 2024-08-13 $41.70
2024 Q1 ADDED 38,360 +31,412 +452.1% 0.78% $1.6M 2024-04-18 $38.65
2023 Q4 INITIATED 6,948 0.22% $286K 2024-02-05 $37.41

FAQ About Bridgewealth Advisory Group, LLC and VWO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bridgewealth Advisory Group, LLC reported owning VWO?

Bridgewealth Advisory Group, LLC reported VWO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VWO position in Bridgewealth Advisory Group, LLC's portfolio?

The largest reported portfolio weight for VWO was 0.85% in 2025 Q3.

What is the latest reported VWO position on this page?

The most recent filing on this page is 2025 Q4, when Bridgewealth Advisory Group, LLC reported 69,146 shares, equal to 0.82% of portfolio, with an estimated market value of $3.7M.

What does the chart on this VWO ownership page compare?

The chart compares Bridgewealth Advisory Group, LLC's quarterly VWO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bridgewealth Advisory Group, LLC time their VWO position?

Based on 13F filing dates vs. subsequent VWO price moves, Bridgewealth Advisory Group, LLC correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on VWO relative to SPY over the holding period was +4.3%.

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