Manager × security

CFO4Life Group, LLC VWO holdings history

VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 1706351

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, CFO4Life Group, LLC reported 68.60K VWO (shares), valued at $4.09M, or 0.55% of its reported non-derivative portfolio. Filed 2026-08-12.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
0.55%
Shares
68.60K
68,603
Reported value
$4.09M
USD

Shares decreased 1.89%; reported value increased 8.35%, and weight changed -0.03 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.

QuarterWeightQuantitySource
Q2 20260.55%68,603SEC filing ↗Filed Aug 12, 2026
Q1 20260.58%69,924SEC filing ↗Filed May 11, 2026
Q4 20250.54%70,461SEC filing ↗Filed Feb 6, 2026
Q3 20250.57%71,934SEC filing ↗Filed Nov 7, 2025
Q2 20250.55%70,804SEC filing ↗Filed Aug 8, 2025
Q1 20250.56%74,084SEC filing ↗Filed Apr 30, 2025
Q4 20240.57%74,277SEC filing ↗Filed Feb 10, 2025
Q3 20240.62%73,547SEC filing ↗Filed Nov 12, 2024
Q2 20240.61%73,734SEC filing ↗Filed Jul 31, 2024
Q1 20244.84%638,592SEC filing ↗Filed May 6, 2024
Q4 20232.73%347,325SEC filing ↗Filed Jan 24, 2024Amended
Q3 20235.23%577,802SEC filing ↗Filed Oct 30, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20235.23%577,802$22.66MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 30, 2023
Q4 20232.73%347,325$14.28MShares decreased 39.89%; reported value decreased 36.99%, and weight changed -2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 24, 2024
Q1 20244.84%638,592$26.67MShares increased 83.86%; reported value increased 86.86%, and weight changed +2.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 6, 2024
Q2 20240.61%73,734$3.23MShares decreased 88.45%; reported value decreased 87.90%, and weight changed -4.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 31, 2024
Q3 20240.62%73,547$3.52MShares decreased 0.25%; reported value increased 9.07%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 12, 2024
Q4 20240.57%74,277$3.27MShares increased 0.99%; reported value decreased 7.05%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 10, 2025
Q1 20250.56%74,084$3.35MShares decreased 0.26%; reported value increased 2.50%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 30, 2025
Q2 20250.55%70,804$3.50MShares decreased 4.43%; reported value increased 4.44%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 8, 2025
Q3 20250.57%71,934$3.90MShares increased 1.60%; reported value increased 11.29%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 7, 2025
Q4 20250.54%70,461$3.79MShares decreased 2.05%; reported value decreased 2.81%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 6, 2026
Q1 20260.58%69,924$3.78MShares decreased 0.76%; reported value decreased 0.23%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 11, 2026
Q2 20260.55%68,603$4.09MShares decreased 1.89%; reported value increased 8.35%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 12, 2026
CFO4Life Group, LLC · VANGUARD FTSE EMERGING MARKE

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1706351","quarter":"2026Q2","cusip":"922042858"}

get_institutional_manager_history
{"cik":"1706351","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.