Partners in Financial Planning VWO holdings history
VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 2054264
As of 2026-06-30, Partners in Financial Planning reported 302.90K VWO (shares), valued at $18.08M, or 2.74% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 0.97%; reported value increased 9.37%, and weight changed +0.00 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 | 2.74% | 302,899 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 2.74% | 305,861 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 2.80% | 307,263 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 2.85% | 304,473 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.79% | 305,905 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 2.84% | 312,440 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 2.69% | 298,956 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 2.82% | 292,176 | SEC filing ↗Filed Feb 26, 2025 |
| Q2 2024 | 2.66% | 279,869 | SEC filing ↗Filed Feb 26, 2025 |
| Q1 2024 | 2.61% | 280,489 | SEC filing ↗Filed Feb 26, 2025 |
| Q4 2023 | 2.76% | 285,681 | SEC filing ↗Filed Feb 26, 2025 |
| Q3 2023 | 2.72% | 269,074 | SEC filing ↗Filed Mar 4, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.72% | 269,074 | $10.55M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Mar 4, 2025 |
| Q4 2023 | 2.76% | 285,681 | $11.74M | Shares increased 6.17%; reported value increased 11.29%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q1 2024 | 2.61% | 280,489 | $11.72M | Shares decreased 1.82%; reported value decreased 0.22%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q2 2024 | 2.66% | 279,869 | $12.25M | Shares decreased 0.22%; reported value increased 4.53%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q3 2024 | 2.82% | 292,176 | $13.98M | Shares increased 4.40%; reported value increased 14.16%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q4 2024 | 2.69% | 298,956 | $13.17M | Shares increased 2.32%; reported value decreased 5.83%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 2.84% | 312,440 | $14.14M | Shares increased 4.51%; reported value increased 7.41%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 2.79% | 305,905 | $15.13M | Shares decreased 2.09%; reported value increased 6.99%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 2.85% | 304,473 | $16.50M | Shares decreased 0.47%; reported value increased 9.03%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.80% | 307,263 | $16.52M | Shares increased 0.92%; reported value increased 0.13%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 2.74% | 305,861 | $16.53M | Shares decreased 0.46%; reported value increased 0.08%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 2.74% | 302,899 | $18.08M | Shares decreased 0.97%; reported value increased 9.37%, and weight changed +0.00 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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