Elm Partners Management LLC VWO holdings history
VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 1743941
As of 2026-06-30, Elm Partners Management LLC reported 4.52M VWO (shares), valued at $269.67M, or 9.68% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 2.47%; reported value increased 11.06%, and weight changed -0.84 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 | 9.68% | 4,517,800 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 10.52% | 4,632,193 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 11.28% | 4,625,697 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 11.16% | 4,100,547 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 10.81% | 3,764,989 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 9.34% | 3,204,757 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 10.47% | 3,480,467 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 10.89% | 3,185,985 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 9.55% | 2,842,328 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 9.27% | 2,805,129 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 8.61% | 2,306,135 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 8.59% | 2,118,606 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.59% | 2,118,606 | $83.07M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 8.61% | 2,306,135 | $94.78M | Shares increased 8.85%; reported value increased 14.10%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 9.27% | 2,805,129 | $117.17M | Shares increased 21.64%; reported value increased 23.62%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 9.55% | 2,842,328 | $124.38M | Shares increased 1.33%; reported value increased 6.15%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 10.89% | 3,185,985 | $152.45M | Shares increased 12.09%; reported value increased 22.57%, and weight changed +1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 10.47% | 3,480,467 | $153.28M | Shares increased 9.24%; reported value increased 0.54%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 9.34% | 3,204,757 | $145.05M | Shares decreased 7.92%; reported value decreased 5.37%, and weight changed -1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 10.81% | 3,764,989 | $186.22M | Shares increased 17.48%; reported value increased 28.38%, and weight changed +1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 11.16% | 4,100,547 | $222.17M | Shares increased 8.91%; reported value increased 19.31%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 11.28% | 4,625,697 | $248.68M | Shares increased 12.81%; reported value increased 11.93%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 10.52% | 4,632,193 | $242.82M | Shares increased 0.14%; reported value decreased 2.36%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 9.68% | 4,517,800 | $269.67M | Shares decreased 2.47%; reported value increased 11.06%, and weight changed -0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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