SOFI WEALTH, LLC VWO holdings history
VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 1925582
As of 2026-06-30, SOFI WEALTH, LLC reported 2.62M VWO (shares), valued at $156.57M, or 6.30% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 5.19%; reported value increased 16.17%, and weight changed -0.19 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 | 6.30% | 2,623,074 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 6.49% | 2,493,581 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 6.88% | 2,565,883 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 6.60% | 2,260,818 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 3.51% | 1,161,374 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 3.81% | 1,120,684 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 6.58% | 2,179,248 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 6.98% | 1,981,625 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 6.71% | 1,828,140 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 6.43% | 1,656,479 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 6.43% | 1,459,888 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | 6.53% | 1,364,914 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.53% | 1,364,914 | $53.52M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 6.43% | 1,459,888 | $60.00M | Shares increased 6.96%; reported value increased 12.11%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 6.43% | 1,656,479 | $69.19M | Shares increased 13.47%; reported value increased 15.32%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 6.71% | 1,828,140 | $80.00M | Shares increased 10.36%; reported value increased 15.62%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 6.98% | 1,981,625 | $94.82M | Shares increased 8.40%; reported value increased 18.53%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 6.58% | 2,179,248 | $95.97M | Shares increased 9.97%; reported value increased 1.22%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 3.81% | 1,120,684 | $50.72M | Shares decreased 48.57%; reported value decreased 47.15%, and weight changed -2.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 3.51% | 1,161,374 | $57.44M | Shares increased 3.63%; reported value increased 13.25%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 6.60% | 2,260,818 | $122.49M | Shares increased 94.67%; reported value increased 113.24%, and weight changed +3.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 6.88% | 2,565,883 | $137.94M | Shares increased 13.49%; reported value increased 12.61%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 6.49% | 2,493,581 | $134.78M | Shares decreased 2.82%; reported value decreased 2.29%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 6.30% | 2,623,074 | $156.57M | Shares increased 5.19%; reported value increased 16.17%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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