Elm Partners Management LLC VWO — VANGUARD FTSE EMERGING MARKE

Ownership history in Elm Partners Management LLC  ·  29 quarters on record

AI Ownership Summary

Elm Partners Management LLC reported VANGUARD FTSE EMERGING MARKE (VWO) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.28% in 2025 Q4. The latest visible filing shows VWO at 11.28% 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 Elm Partners Management LLC's position in VANGUARD FTSE EMERGING MARKE, 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 11.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.28% in 2025 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.

VWO stock page Elm Partners Management LLC fund profile Elm Partners Management LLC full holdings
How Elm Partners Management 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 — — — 4,625,697 +525,150 +12.8% 11.28% $248.7M 2026-02-14 (Est.) $57.75
2025 Q3 ADDED — — — 4,100,547 +335,558 +8.9% 11.10% $222.2M 2025-11-04 $53.27
2025 Q2 ADDED — — — 3,764,989 +560,232 +17.5% 10.81% $186.2M 2025-08-05 $48.94
2025 Q1 REDUCED 7.9% +9.6% ❌ 3,204,757 -275,710 -7.9% 9.34% $145.0M 2025-05-13 $46.08
2024 Q4 ADDED — — — 3,480,467 +294,482 +9.2% 10.47% $153.3M 2025-02-13 $44.32
2024 Q3 ADDED — — — 3,185,985 +343,657 +12.1% 10.89% $152.4M 2024-11-07 $45.53
2024 Q2 ADDED — — — 2,842,328 +37,199 +1.3% 9.55% $124.4M 2024-07-31 $41.90
2024 Q1 ADDED — — — 2,805,129 +498,994 +21.6% 9.27% $117.2M 2024-04-30 $39.75
2023 Q4 ADDED — — — 2,306,135 +187,529 +8.9% 8.61% $94.8M 2024-01-29 $37.83
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VWO

As of 2026 Q1 — sorted by position size

GP Brinson Investments LLC 3Y 8.82% Kopp Family Office, LLC 3Y 8.41% Millburn Ridgefield LLC /DE/ 3Y 7Y 8.16% WealthNavi Inc. 3Y 7.54% Midwest Financial Partners Investments, Inc. 7.2% Parker Financial LLC 3Y 6.98% Cordant, Inc. 3Y 6.84% Matrix Trust Co 3Y 6.76% PRESILIUM PRIVATE WEALTH, LLC 3Y 6.76% Stash Investments, LLC 6.51%

FAQ About Elm Partners 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 Elm Partners Management LLC reported owning VWO?

Elm Partners Management LLC reported VWO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VWO position in Elm Partners Management LLC's portfolio?

The largest reported portfolio weight for VWO was 11.28% in 2025 Q4.

What is the latest reported VWO position on this page?

The most recent filing on this page is 2025 Q4, when Elm Partners Management LLC reported 4,625,697 shares, equal to 11.28% of portfolio, with an estimated market value of $248.7M.

What does the chart on this VWO ownership page compare?

The chart compares Elm Partners 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.

How well did Elm Partners Management LLC time their VWO position?

Based on 13F filing dates vs. subsequent VWO price moves, Elm Partners Management LLC correctly timed 16 out of 28 reported position changes (57%). The annualised alpha on VWO relative to SPY over the holding period was -6.6%.

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