DOPKINS WEALTH MANAGEMENT, LLC VNQI — VANGUARD INTL EQUITY INDEX F

Ownership history in DOPKINS WEALTH MANAGEMENT, LLC  ·  14 quarters on record

AI Ownership Summary

DOPKINS WEALTH MANAGEMENT, LLC reported VANGUARD INTL EQUITY INDEX F (VNQI) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.74% in 2025 Q1. The latest visible filing shows VNQI at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VNQI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DOPKINS WEALTH MANAGEMENT, LLC's position in VANGUARD INTL EQUITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VNQI was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VNQI stock page DOPKINS WEALTH MANAGEMENT, LLC fund profile DOPKINS WEALTH MANAGEMENT, LLC full holdings
How DOPKINS WEALTH MANAGEMENT, LLC held VNQI — position size vs. price
% of Fund (quarterly)    VNQI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6.2% +1.7% ❌ 35,277 -2,346 -6.2% 0.63% $1.6M 2026-04-20 $47.89
2025 Q4 ADDED — — — 37,623 +3,030 +8.8% 0.70% $1.7M 2026-01-09 $47.14
2025 Q3 REDUCED — — — 34,593 -839 -2.4% 0.70% $1.7M 2025-10-14 $45.35
2025 Q2 REDUCED — — — 35,432 -708 -2.0% 0.73% $1.6M 2025-07-17 $43.69
2025 Q1 ADDED — — — 36,140 +8,802 +32.2% 0.74% $1.5M 2025-04-22 $40.79
2024 Q4 ADDED — — — 27,338 +20,467 +297.9% 0.55% $1.1M 2025-02-10 $38.65
2024 Q3 REDUCED 67.9% -11.3% ✅ 6,871 -14,558 -67.9% 0.26% $322K 2024-11-06 $39.29
2024 Q2 ADDED — — — 21,429 +965 +4.7% 0.53% $869K 2024-07-30 $38.39
2024 Q1 ADDED — — — 20,464 +2,202 +12.1% 0.52% $862K 2024-05-06 $38.38
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VNQI

As of 2026 Q2 — sorted by position size

Value Investment Professionals, LLC 3.1% Aletheian Wealth Advisors LLC 3Y 1.31% Sincerus Advisory, LLC 1.01% Marotta Asset Management 3Y 0.88% William Howard & Co Financial Advisors Inc 0.79% Factor Wealth Management LTD 0.73% Yoffe Investment Management, LLC 0.69% LAM GROUP, INC. 3Y 0.54% Prosperity Planning, Inc. 3Y 0.51% Uptown Financial Advisors LLC 0.2%

FAQ About DOPKINS WEALTH MANAGEMENT, LLC and VNQI

These are the practical questions this page is built to answer before you even open the full history table.

How long has DOPKINS WEALTH MANAGEMENT, LLC reported owning VNQI?

DOPKINS WEALTH MANAGEMENT, LLC reported VNQI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VNQI position in DOPKINS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VNQI was 0.74% in 2025 Q1.

What is the latest reported VNQI position on this page?

The most recent filing on this page is 2026 Q1, when DOPKINS WEALTH MANAGEMENT, LLC reported 35,277 shares, equal to 0.63% of portfolio, with an estimated market value of $1.6M.

What does the chart on this VNQI ownership page compare?

The chart compares DOPKINS WEALTH MANAGEMENT, LLC's quarterly VNQI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DOPKINS WEALTH MANAGEMENT, LLC time their VNQI position?

Based on 13F filing dates vs. subsequent VNQI price moves, DOPKINS WEALTH MANAGEMENT, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on VNQI relative to SPY over the holding period was -10.4%.

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