VSS β€” VANGUARD INTL EQUITY INDEX F

Ownership history in ELEVATE WEALTH ADVISORY, INC  Β·  9 quarters on record

AI Ownership Summary

ELEVATE WEALTH ADVISORY, INC reported VANGUARD INTL EQUITY INDEX F (VSS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.37% in 2023 Q4. The latest visible filing shows VSS at 1.17% 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 VSS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATE WEALTH ADVISORY, 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

VSS was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2023 Q4

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 ELEVATE WEALTH ADVISORY, INC held VSS β€” position size vs. price
% of Fund (quarterly)    VSS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 11,891 +11 +0.1% 1.17% $1.7M 2026-02-14 (Est.) $156.78
2025 Q3 REDUCED 11,880 -210 -1.7% 1.23% $1.7M 2025-10-24 $140.39
2025 Q2 REDUCED 12,090 -1,413 -10.5% 1.16% $1.6M 2025-07-23 $134.27
2025 Q1 ADDED 13,503 +163 +1.2% 1.11% $1.6M 2025-05-14 $119.99
2024 Q4 REDUCED 13,340 -113 -0.8% 1.15% $1.5M 2025-02-11 $113.07
2024 Q3 ADDED 13,453 +51 +0.4% 1.26% $1.7M 2024-11-13 $110.84
2024 Q2 ADDED 13,402 +73 +0.5% 1.28% $1.6M 2024-08-12 $109.91
2024 Q1 ADDED 13,329 +350 +2.7% 1.36% $1.6M 2024-05-02 $108.72
2023 Q4 INITIATED 12,979 β€” β€” 1.37% $1.5M 2024-02-14 $103.93

FAQ About ELEVATE WEALTH ADVISORY, INC and VSS

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

How long has ELEVATE WEALTH ADVISORY, INC reported owning VSS?

ELEVATE WEALTH ADVISORY, INC reported VSS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VSS position in ELEVATE WEALTH ADVISORY, INC's portfolio?

The largest reported portfolio weight for VSS was 1.37% in 2023 Q4.

What is the latest reported VSS position on this page?

The most recent filing on this page is 2025 Q4, when ELEVATE WEALTH ADVISORY, INC reported 11,891 shares, equal to 1.17% of portfolio, with an estimated market value of $1.7M.

What does the chart on this VSS ownership page compare?

The chart compares ELEVATE WEALTH ADVISORY, INC's quarterly VSS 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 ELEVATE WEALTH ADVISORY, INC Holdings