Allegiance Financial Group Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Allegiance Financial Group Advisory 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	$2.15M	Sell	35,939 -6,045	-14%	-$355K	0.37%	30
2026 Q1	$2.27M	Sell	41,984 -2,205	-5%	-$124K	0.45%	30
2025 Q4	$2.38M	Sell	44,189 -3,320	-7%	-$180K	0.5%	28
2025 Q3	$2.57M	Sell	47,509 -3,503	-7%	-$180K	0.59%	24
2025 Q2	$2.52M	Sell	51,012 -7,549	-13%	-$350K	0.67%	24
2025 Q1	$2.65M	Sell	58,561 -8,108	-12%	-$365K	0.81%	21
2024 Q4	$2.94M	Buy	66,669 +21	+0%	+$976	0.95%	22
2024 Q3	$3.19M	Sell	66,648 -1,422	-2%	-$63.3K	1.11%	22
2024 Q2	$2.98M	Buy	68,070 +867	+1%	+$37.3K	1.14%	22
2024 Q1	$2.81M	Sell	67,203 -3,987	-6%	-$163K	1.15%	21
2023 Q4	$2.93M	Buy	71,190 +495	+0.7%	+$19.6K	1.38%	19
2023 Q3	$2.77M	Buy	70,695 +940	+1%	+$38.4K	1.56%	19
2023 Q2	$2.84M	Sell	69,755 -1,710	-2%	-$68.9K	1.67%	18
2023 Q1	$2.89M	Buy	71,465 +4,817	+7%	+$196K	2.13%	18
2022 Q4	$2.6M	Buy	+66,648	New	+$2.54M	2.5%	13

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Allegiance Financial Group Advisory Services's VWO Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 14% in Q2 2026, selling an estimated $355K and leaving 35,939 shares worth $2.15M. The position accounts for 0.37% of the portfolio, ranked #30.

Allegiance Financial Group Advisory Services first reported a position in VWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.19M in Q3 2024. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Allegiance Financial Group Advisory Services held 35,939 shares of Vanguard FTSE Emerging Markets ETF worth $2.15M as of Q2 2026.
Allegiance Financial Group Advisory Services sold 6,045 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $355K.
Vanguard FTSE Emerging Markets ETF made up 0.37% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #30 holding.
Allegiance Financial Group Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Allegiance Financial Group Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $3.19M in Q3 2024.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.