Weitzel Financial Services, Inc. VWO VANGUARD FTSE EMERGING MARKETS ETF

Ownership history in Weitzel Financial Services, Inc.  ·  5 quarters on record

AI Ownership Summary

Weitzel Financial Services, Inc. reported VANGUARD FTSE EMERGING MARKETS ETF (VWO) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows VWO at 0.10% 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 VWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Weitzel Financial Services, Inc.'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 Q1

VWO was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% 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 Q3 to 2026 Q1

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 Weitzel Financial Services, Inc. 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,995 +427 +9.3% 0.10% $271K 2026-04-29 $58.08
2025 Q4 UNCHANGED 4,568 0% 0.10% $251K 2026-02-03 $56.75
2025 Q3 UNCHANGED 4,568 0% 0.10% $245K 2025-10-14 $52.49
2025 Q2 ADDED 4,568 +282 +6.6% 0.10% $231K 2025-08-12 $49.96
2024 Q3 INITIATED 4,286 0.10% $206K 2024-10-31 $44.19

FAQ About Weitzel Financial Services, Inc. and VWO

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

How long has Weitzel Financial Services, Inc. reported owning VWO?

Weitzel Financial Services, Inc. reported VWO across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VWO position in Weitzel Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for VWO was 0.10% in 2026 Q1.

What is the latest reported VWO position on this page?

The most recent filing on this page is 2026 Q1, when Weitzel Financial Services, Inc. reported 4,995 shares, equal to 0.10% of portfolio, with an estimated market value of $271K.

What does the chart on this VWO ownership page compare?

The chart compares Weitzel Financial Services, Inc.'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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