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Disclosery

Ballentine Partners, LLC: VWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on VWO, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 2,831,907 VWO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,831,907 shares
    Change vs previous 13F -127 shares

    2.07% of the 13F portfolio, value $169,036,549.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,832,034 shares
    Change vs previous 13F +35,149 shares

    2.13% of the 13F portfolio, value $153,071,456.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,796,885 shares
    Change vs previous 13F -52,794 shares

    2.11% of the 13F portfolio, value $150,360,556.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,849,679 shares
    Change vs previous 13F +116,842 shares

    2.14% of the 13F portfolio, value $154,395,627.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,732,837 shares
    Change vs previous 13F +141,386 shares

    2.04% of the 13F portfolio, value $135,166,135.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,591,451 shares
    Change vs previous 13F -8,965 shares

    2.03% of the 13F portfolio, value $117,289,077.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,600,416 shares
    Change vs previous 13F -1,385 shares

    1.96% of the 13F portfolio, value $114,522,325.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,601,801 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $124,496,183.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).