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Avantax Planning Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Avantax Planning Partners’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 		$11.5M Sell
192,975
-13,748
-7% -$808K 0.29% 55
2026
Q1 		$11.2M Sell
206,723
-10,653
-5% -$597K 0.31% 52
2025
Q4 		$11.7M Sell
217,376
-48,155
-18% -$2.62M 0.33% 48
2025
Q3 		$14.4M Sell
265,531
-9,349
-3% -$482K 0.41% 40
2025
Q2 		$13.6M Sell
274,880
-3,655
-1% -$170K 0.43% 42
2025
Q1 		$12.6M Sell
278,535
-6,756
-2% -$304K 0.45% 35
2024
Q4 		$12.6M Sell
285,291
-14,372
-5% -$668K 0.45% 35
2024
Q3 		$14.3M Sell
299,663
-149,309
-33% -$6.65M 0.51% 31
2024
Q2 		$19.6M Sell
448,972
-56,629
-11% -$2.44M 0.63% 27
2024
Q1 		$21.1M Buy
505,601
+44,116
+10% +$1.8M 0.68% 25
2023
Q4 		$19M Buy
461,485
+9,216
+2% +$366K 0.72% 26
2023
Q3 		$17.7M Sell
452,269
-8,721
-2% -$356K 0.74% 25
2023
Q2 		$18.8M Sell
460,990
-13,783
-3% -$556K 0.75% 26
2023
Q1 		$19.2M Sell
474,773
-5,735
-1% -$234K 0.78% 26
2022
Q4 		$18.7M Buy
480,508
+168,828
+54% +$6.44M 0.74% 25
2022
Q3 		$11.4M Sell
311,680
-13,148
-4% -$534K 0.51% 29
2022
Q2 		$13.5M Buy
324,828
+115,085
+55% +$4.97M 0.58% 24
2022
Q1 		$9.68M Sell
209,743
-67,837
-24% -$3.26M 0.38% 28
2021
Q4 		$13.7M Buy
277,580
+223,838
+417% +$11.3M 0.56% 18
2021
Q3 		$2.69M Buy
53,742
+39,034
+265% +$2.02M 0.12% 68
2021
Q2 		$799K Sell
14,708
-1,335
-8% -$71.1K 0.04% 153
2021
Q1 		$835K Sell
16,043
-314
-2% -$16.7K 0.04% 145
2020
Q4 		$820K Sell
16,357
-20,224
-55% -$950K 0.04% 141
2020
Q3 		$1.58M Buy
36,581
+1,229
+3% +$53.4K 0.08% 98
2020
Q2 		$1.4M Sell
35,352
-10,606
-23% -$393K 0.08% 104
2020
Q1 		$1.54M Buy
45,958
+29,376
+177% +$1.2M 0.11% 76
2019
Q4 		$737K Sell
16,582
-127
-0.8% -$5.38K 0.04% 136
2019
Q3 		$673K Buy
16,709
+1,376
+9% +$56.8K 0.04% 138
2019
Q2 		$654K Sell
15,333
-2,328
-13% -$97.9K 0.04% 140
2019
Q1 		$751K Sell
17,661
-38,469
-69% -$1.58M 0.05% 125
2018
Q4 		$2.14M Buy
56,130
+54,684
+3,782% +$2.12M 0.16% 58
2018
Q3 		$59K Buy
+1,446
New +$60.8K ﹤0.01% 448
2018
Q2 		– Sell
-15,738
Closed -$739K – 1461
2018
Q1 		$739K Buy
15,738
+42
+0.3% +$2.01K 0.06% 129
2017
Q4 		$721K Sell
15,696
-2,712
-15% -$121K 0.07% 132
2017
Q3 		$802K Buy
18,408
+12,513
+212% +$541K 0.06% 143
2017
Q2 		$241K Sell
5,895
-17
-0.3% -$689 0.02% 300
2017
Q1 		$235K Sell
5,912
-734
-11% -$28.3K 0.02% 284
2016
Q4 		$238K Buy
+6,646
New +$243K 0.03% 266

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Avantax Planning Partners's VWO Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.7% in Q2 2026, selling an estimated $808K and leaving 192,975 shares worth $11.5M. The position accounts for 0.29% of the portfolio, ranked #55.

Avantax Planning Partners first reported a position in VWO in Q4 2016 and has held it in 38 quarters since. The position peaked at $21.1M in Q1 2024. 1,282 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Avantax Planning Partners held 192,975 shares of Vanguard FTSE Emerging Markets ETF worth $11.5M as of Q2 2026.
  • Avantax Planning Partners sold 13,748 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $808K.
  • Vanguard FTSE Emerging Markets ETF made up 0.29% of Avantax Planning Partners's portfolio in Q2 2026, its #55 holding.
  • Avantax Planning Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Vanguard FTSE Emerging Markets ETF position peaked at $21.1M in Q1 2024.
  • 1,282 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.