AIFS
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A&I Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

A&I Financial Services’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Sell
41,339
-755
-2% -$44.4K 1.07% 18
2026
Q1 		$2.28M Sell
42,094
-3,717
-8% -$208K 1.08% 16
2025
Q4 		$2.46M Buy
45,811
+1,373
+3% +$74.6K 1.17% 16
2025
Q3 		$2.42M Buy
44,438
+386
+0.9% +$19.9K 1.18% 16
2025
Q2 		$2.18M Buy
44,052
+426
+1% +$19.8K 1.23% 15
2025
Q1 		$1.97M Buy
43,626
+6,826
+19% +$307K 1.34% 14
2024
Q4 		$1.62M Buy
+36,800
New +$1.71M 1.58% 12
2019
Q3 		$1.56M Buy
38,721
+2,819
+8% +$116K 2.33% 15
2019
Q2 		$1.53M Buy
35,902
+4,076
+13% +$171K 2.5% 14
2019
Q1 		$1.35M Buy
31,826
+853
+3% +$35.1K 2.49% 13
2018
Q4 		$1.18M Sell
30,973
-2,930
-9% -$114K 1.99% 16
2018
Q3 		$1.39M Buy
33,903
+2,744
+9% +$115K 3.49% 12
2018
Q2 		$1.31M Buy
31,159
+508
+2% +$22.9K 2.64% 14
2018
Q1 		$1.44M Buy
30,651
+1,678
+6% +$80.5K 3.55% 10
2017
Q4 		$1.33M Buy
+28,973
New +$1.29M 2.63% 14

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

A&I Financial Services's VWO Position: Q2 2026 in Review

A&I Financial Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.8% in Q2 2026, selling an estimated $44.4K and leaving 41,339 shares worth $2.47M. The position accounts for 1.07% of the portfolio, ranked #18.

A&I Financial Services first reported a position in VWO in Q4 2017 and has held it in 15 quarters since. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • A&I Financial Services held 41,339 shares of Vanguard FTSE Emerging Markets ETF worth $2.47M as of Q2 2026.
  • A&I Financial Services sold 755 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $44.4K.
  • Vanguard FTSE Emerging Markets ETF made up 1.07% of A&I Financial Services's portfolio in Q2 2026, its #18 holding.
  • A&I Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 15 quarters since.
  • 2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.