Stonehearth Capital Management, LLC VWO holdings history
VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 1550191
As of 2026-06-30, Stonehearth Capital Management, LLC reported 287.90K VWO (shares), valued at $17.19M, or 5.86% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares increased 1.42%; reported value increased 12.01%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.86% | 287,905 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 6.08% | 283,862 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 5.69% | 285,845 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 5.94% | 283,299 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 5.79% | 282,684 | SEC filing ↗Filed Jul 1, 2025 |
| Q1 2025 | 5.28% | 281,659 | SEC filing ↗Filed Apr 1, 2025 |
| Q4 2024 | 4.90% | 277,304 | SEC filing ↗Filed Jan 7, 2025 |
| Q3 2024 | 5.06% | 265,819 | SEC filing ↗Filed Oct 2, 2024 |
| Q2 2024 | 4.73% | 252,415 | SEC filing ↗Filed Jul 5, 2024 |
| Q1 2024 | 4.44% | 234,961 | SEC filing ↗Filed Apr 2, 2024 |
| Q4 2023 | 4.65% | 230,038 | SEC filing ↗Filed Jan 8, 2024 |
| Q3 2023 | 5.08% | 237,472 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.08% | 237,472 | $9.31M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 4.65% | 230,038 | $9.45M | Shares decreased 3.13%; reported value increased 1.54%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2024 |
| Q1 2024 | 4.44% | 234,961 | $9.81M | Shares increased 2.14%; reported value increased 3.81%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2024 |
| Q2 2024 | 4.73% | 252,415 | $11.05M | Shares increased 7.43%; reported value increased 12.55%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 5, 2024 |
| Q3 2024 | 5.06% | 265,819 | $12.72M | Shares increased 5.31%; reported value increased 15.15%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 2, 2024 |
| Q4 2024 | 4.90% | 277,304 | $12.21M | Shares increased 4.32%; reported value decreased 3.99%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2025 |
| Q1 2025 | 5.28% | 281,659 | $12.75M | Shares increased 1.57%; reported value increased 4.38%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 1, 2025 |
| Q2 2025 | 5.79% | 282,684 | $13.98M | Shares increased 0.36%; reported value increased 9.68%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 1, 2025 |
| Q3 2025 | 5.94% | 283,299 | $15.35M | Shares increased 0.22%; reported value increased 9.78%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 5.69% | 285,845 | $15.37M | Shares increased 0.90%; reported value increased 0.12%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 6.08% | 283,862 | $15.34M | Shares decreased 0.69%; reported value decreased 0.16%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 5.86% | 287,905 | $17.19M | Shares increased 1.42%; reported value increased 12.01%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2026 |
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