VWO β€” Vanguard Intl Equity Emerging Markets

Ownership history in WealthPLAN Partners, LLC  Β·  32 quarters on record

AI Ownership Summary

WealthPLAN Partners, LLC reported Vanguard Intl Equity Emerging Markets (VWO) in 32 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows VWO at 0.04% 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 WealthPLAN Partners, LLC's position in Vanguard Intl Equity Emerging Markets, 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

VWO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2025 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.

VWO stock page WealthPLAN Partners, LLC fund profile WealthPLAN Partners, LLC full holdings
How WealthPLAN Partners, LLC held VWO β€” position size vs. price
% of Fund (quarterly)    VWO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4,536 β€” 0% 0.04% $246K 2025-10-27 $54.57
2025 Q2 REDUCED 4,536 -618 -12.0% 0.04% $224K 2025-07-28 $49.21
2025 Q1 ADDED 5,154 +993 +23.9% 0.03% $233K 2025-05-12 $46.01
29 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VWO

As of 2025 Q4 β€” 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 WealthPLAN Partners, 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 WealthPLAN Partners, LLC reported owning VWO?

WealthPLAN Partners, LLC reported VWO across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported VWO position in WealthPLAN Partners, LLC's portfolio?

The largest reported portfolio weight for VWO was 0.04% in 2025 Q3.

What is the latest reported VWO position on this page?

The most recent filing on this page is 2025 Q3, when WealthPLAN Partners, LLC reported 4,536 shares, equal to 0.04% of portfolio, with an estimated market value of $246K.

What does the chart on this VWO ownership page compare?

The chart compares WealthPLAN Partners, 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.

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