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Disclosery

Marotta Asset Management: VWO position timeline

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

Marotta Asset Management held 341,384 VWO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 341,384 shares
    Change vs previous 13F +3,778 shares

    3.44% of the 13F portfolio, value $20,247,514.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 337,606 shares
    Change vs previous 13F +8,712 shares

    3.33% of the 13F portfolio, value $19,993,056.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 328,894 shares
    Change vs previous 13F -4,607 shares

    3.28% of the 13F portfolio, value $17,829,370.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 333,501 shares
    Change vs previous 13F +11,446 shares

    3.32% of the 13F portfolio, value $17,929,040.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 322,055 shares
    Change vs previous 13F -2,619 shares

    3.31% of the 13F portfolio, value $17,558,465.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 324,674 shares
    Change vs previous 13F -9,382 shares

    3.22% of the 13F portfolio, value $16,058,398.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 334,056 shares
    Change vs previous 13F +3,513 shares

    3.14% of the 13F portfolio, value $15,984,561.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 330,543 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $14,517,431.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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