VWO VANGUARD INTL EQUITY INDEX F

Ownership history in Compound Planning, Inc.  ·  12 quarters on record

AI Ownership Summary

Compound Planning, Inc. reported VANGUARD INTL EQUITY INDEX F (VWO) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.69% in 2025 Q1. The latest visible filing shows VWO at 1.31% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compound Planning, Inc.'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 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 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 Compound Planning, Inc. held VWO — position size vs. price
% of Fund (quarterly)    VWO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 831,788 -28,933 -3.4% 1.31% $44.7M 2026-02-14 (Est.) $57.75
2025 Q3 ADDED 860,721 +40,805 +5.0% 1.51% $46.6M 2025-11-10 $54.20
2025 Q2 ADDED 819,916 +1,527 +0.2% 1.53% $40.6M 2025-08-14 $49.96
2025 Q1 ADDED 818,389 +350,853 +75.0% 1.69% $37.0M 2025-05-14 $46.46
2024 Q4 ADDED 467,536 +56,789 +13.8% 1.04% $20.6M 2025-01-17 $42.57
2024 Q3 ADDED 410,747 +32,851 +8.7% 1.23% $19.7M 2024-10-08 $45.59
2024 Q2 ADDED 377,896 +7,556 +2.0% 1.22% $16.5M 2024-07-26 $41.37
2024 Q1 ADDED 370,340 +97,993 +36.0% 1.43% $15.5M 2024-05-07 $40.75
2023 Q4 ADDED 272,347 +257,768 +1768.1% 1.55% $11.2M 2024-02-08 $38.11
2023 Q3 ADDED 14,579 +1,818 +14.2% 0.19% $572K 2023-11-09 $36.05
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Compound Planning, Inc. and VWO

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

How long has Compound Planning, Inc. reported owning VWO?

Compound Planning, Inc. reported VWO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VWO position in Compound Planning, Inc.'s portfolio?

The largest reported portfolio weight for VWO was 1.69% in 2025 Q1.

What is the latest reported VWO position on this page?

The most recent filing on this page is 2025 Q4, when Compound Planning, Inc. reported 831,788 shares, equal to 1.31% of portfolio, with an estimated market value of $44.7M.

What does the chart on this VWO ownership page compare?

The chart compares Compound Planning, Inc.'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.

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