VWO — VANGUARD INTL EQUITY INDEX F

Ownership history in DEFINED WEALTH MANAGEMENT, LLC  ·  17 quarters on record

AI Ownership Summary

DEFINED WEALTH MANAGEMENT, LLC reported VANGUARD INTL EQUITY INDEX F (VWO) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.67% in 2023 Q3. The latest visible filing shows VWO at 2.44% 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 DEFINED WEALTH MANAGEMENT, 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 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% in 2023 Q3

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.

VWO stock page DEFINED WEALTH MANAGEMENT, LLC fund profile DEFINED WEALTH MANAGEMENT, LLC full holdings
How DEFINED WEALTH MANAGEMENT, LLC 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 78,805 -565 -0.7% 2.44% $4.2M 2026-02-14 (Est.) $57.75
2025 Q3 REDUCED 79,370 -736 -0.9% 2.50% $4.3M 2025-10-07 $53.63
2025 Q2 REDUCED 80,106 -498 -0.6% 2.45% $4.0M 2025-07-09 $48.40
2025 Q1 ADDED 80,604 +698 +0.9% 2.45% $3.6M 2025-04-16 $41.79
2024 Q4 ADDED 79,906 +392 +0.5% 2.33% $3.5M 2025-01-15 $42.24
2024 Q3 ADDED 79,514 +48 +0.1% 2.47% $3.8M 2024-10-31 $44.19
2024 Q2 REDUCED 79,466 -449 -0.6% 2.42% $3.5M 2024-08-05 $39.64
2024 Q1 REDUCED 79,915 -2,328 -2.8% 2.40% $3.3M 2024-04-15 $38.96
2023 Q4 ADDED 82,243 +2,512 +3.2% 2.59% $3.4M 2024-01-09 $37.75
2023 Q3 ADDED 79,731 +1,604 +2.1% 2.67% $3.1M 2023-10-24 $35.30
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VWO

As of 2025 Q4 — sorted by position size

WIT, LLC 3Y 44.26% PACK Private Wealth, LLC 3Y 12.4% Elm Partners Management LLC 3Y 7Y 11.28% Kopp Family Office, LLC 3Y 11.25% South Dakota Investment Council 3Y 7Y 10.98% Standard Family Office LLC 3Y 10.38% Strategic Financial Planning, Inc. 3Y 9.56% Bakala Capital LLC 8.89% Forefront Analytics, LLC 3Y 7Y 8.6% Custos Family Office, LLC 3Y 8.41%

FAQ About DEFINED WEALTH MANAGEMENT, 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 DEFINED WEALTH MANAGEMENT, LLC reported owning VWO?

DEFINED WEALTH MANAGEMENT, LLC reported VWO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VWO position in DEFINED WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VWO was 2.67% in 2023 Q3.

What is the latest reported VWO position on this page?

The most recent filing on this page is 2025 Q4, when DEFINED WEALTH MANAGEMENT, LLC reported 78,805 shares, equal to 2.44% of portfolio, with an estimated market value of $4.2M.

What does the chart on this VWO ownership page compare?

The chart compares DEFINED WEALTH MANAGEMENT, 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.

← Back to DEFINED WEALTH MANAGEMENT, LLC Holdings