EFG Private Wealth Management (Americas) Corp. VGK — VANGUARD INTL EQUITY INDEX F

Ownership history in EFG Private Wealth Management (Americas) Corp.  ·  23 quarters on record

AI Ownership Summary

EFG Private Wealth Management (Americas) Corp. reported VANGUARD INTL EQUITY INDEX F (VGK) in 23 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.96% in 2025 Q2. The latest visible filing shows VGK at 0.85% 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 VGK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EFG Private Wealth Management (Americas) Corp.'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 Q3

VGK was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

VGK stock page EFG Private Wealth Management (Americas) Corp. fund profile EFG Private Wealth Management (Americas) Corp. full holdings
How EFG Private Wealth Management (Americas) Corp. held VGK — position size vs. price
% of Fund (quarterly)    VGK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8.1% +5.8% ❌ 61,687 -5,459 -8.1% 0.85% $4.9M 2025-11-14 (Est.) $78.85
2025 Q2 ADDED — — — 67,146 +11,634 +21.0% 0.96% $5.2M 2025-08-12 $75.70
2025 Q1 ADDED — — — 55,512 +835 +1.5% 0.79% $3.9M 2025-05-08 $70.37
2024 Q4 ADDED — — — 54,677 +5,693 +11.6% 0.67% $3.5M 2025-02-07 $64.52
2024 Q3 REDUCED — — — 48,984 -1,098 -2.2% 0.68% $3.5M 2024-11-12 $61.33
2024 Q2 ADDED — — — 50,082 +39,230 +361.5% 0.66% $3.3M 2024-08-06 $61.27
2024 Q1 REDUCED 80.0% +1.3% ❌ 10,852 -43,543 -80.0% 0.22% $731K 2024-04-22 $60.51
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VGK

As of 2026 Q1 — sorted by position size

Trustees of Dartmouth College 3Y 7Y 19.34% Stephens Greth Foundation 14.98% Galilei Investment Office LLP 13.95% Obsido Oy 12.67% FPC INVESTMENT ADVISORY, INC. 12.13% COOPER/HAIMS ADVISORS, LLC 3Y 7Y 10.99% BFI Infinity Ltd. 10.75% Zeit Capital LLC 3Y 10.5% PRESILIUM PRIVATE WEALTH, LLC 3Y 9.28% Jacobs Equity LLC 8.98%

FAQ About EFG Private Wealth Management (Americas) Corp. and VGK

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

How long has EFG Private Wealth Management (Americas) Corp. reported owning VGK?

EFG Private Wealth Management (Americas) Corp. reported VGK across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported VGK position in EFG Private Wealth Management (Americas) Corp.'s portfolio?

The largest reported portfolio weight for VGK was 0.96% in 2025 Q2.

What is the latest reported VGK position on this page?

The most recent filing on this page is 2025 Q3, when EFG Private Wealth Management (Americas) Corp. reported 61,687 shares, equal to 0.85% of portfolio, with an estimated market value of $4.9M.

What does the chart on this VGK ownership page compare?

The chart compares EFG Private Wealth Management (Americas) Corp.'s quarterly VGK 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 EFG Private Wealth Management (Americas) Corp. time their VGK position?

Based on 13F filing dates vs. subsequent VGK price moves, EFG Private Wealth Management (Americas) Corp. correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on VGK relative to SPY over the holding period was -2.9%.

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