Global Wealth Strategies & Associates VWO VANGUARD FTSE EMERGING MARKETS ETF

Ownership history in Global Wealth Strategies & Associates  ·  15 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported VANGUARD FTSE EMERGING MARKETS ETF (VWO) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.45% in 2026 Q1. The latest visible filing shows VWO at 1.37% 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 Global Wealth Strategies & Associates's position in VANGUARD FTSE EMERGING MARKETS ETF, 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
2026 Q2

VWO was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2026 Q1

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 2026 Q2

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 Global Wealth Strategies & Associates 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 121,502 +12,640 +11.6% 1.37% $7.3M 2026-07-01 $59.22
2026 Q1 ADDED 108,862 +107,470 +7720.5% 1.45% $5.9M 2026-04-03 $53.76
2025 Q4 ADDED 1,392 +427 +44.2% 0.02% $75K 2026-01-02 $54.86
2025 Q3 ADDED 965 +914 +1792.2% 0.01% $52K 2025-10-02 $53.55
2025 Q2 REDUCED 88.3% +9.6% 51 -384 -88.3% 0.00% $3K 2025-07-07 $48.17
2025 Q1 ADDED 435 +217 +99.5% 0.01% $20K 2025-04-02 $44.16
2024 Q4 ADDED 218 +67 +44.4% 0.00% $10K 2025-01-02 $42.63
2024 Q3 REDUCED 24.5% -5.6% 151 -49 -24.5% 0.00% $7K 2024-10-01 $45.69
2024 Q2 REDUCED 50.9% +9.7% 200 -207 -50.9% 0.00% $9K 2024-07-02 $41.60
2024 Q1 ADDED 407 +246 +152.8% 0.01% $17K 2024-04-01 $39.48
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Wealth Strategies & Associates and VWO

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

How long has Global Wealth Strategies & Associates reported owning VWO?

Global Wealth Strategies & Associates reported VWO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VWO position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for VWO was 1.45% in 2026 Q1.

What is the latest reported VWO position on this page?

The most recent filing on this page is 2026 Q2, when Global Wealth Strategies & Associates reported 121,502 shares, equal to 1.37% of portfolio, with an estimated market value of $7.3M.

What does the chart on this VWO ownership page compare?

The chart compares Global Wealth Strategies & Associates'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 Global Wealth Strategies & Associates time their VWO position?

Based on 13F filing dates vs. subsequent VWO price moves, Global Wealth Strategies & Associates correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on VWO relative to SPY over the holding period was -6.5%.

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