Balanced Rock Investment Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Balanced Rock Investment Advisors’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.29M	Buy	34,901 +1,108	+3%	+$74.5K	1.61%	24
2025 Q4	$2.28M	Buy	33,793 +863	+3%	+$58.2K	1.62%	23
2025 Q3	$2.2M	Buy	32,930 +2,612	+9%	+$172K	1.61%	24
2025 Q2	$1.98M	Sell	30,318 -36,295	-54%	-$2.31M	1.55%	24
2025 Q1	$4.28M	Sell	66,613 -710	-1%	-$45.5K	3.41%	7
2024 Q4	$4.25M	Buy	67,323 +3,365	+5%	+$218K	3.36%	7
2024 Q3	$4.24M	Buy	63,958 +2,425	+4%	+$157K	3.33%	8
2024 Q2	$3.87M	Buy	61,533 +2,171	+4%	+$137K	3.25%	9
2024 Q1	$3.79M	Buy	59,362 +13,697	+30%	+$861K	3.23%	8
2023 Q4	$2.91M	Buy	+45,665	New	+$2.75M	2.59%	12

Other funds holding VWOB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return