Beacon Financial Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Beacon Financial Advisory’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 Q1	$997K	Buy	18,448 +847	+5%	+$47.4K	0.23%	115
2025 Q4	$946K	Buy	17,601 +1,577	+10%	+$85.7K	0.22%	122
2025 Q3	$868K	Buy	16,024 +1,633	+11%	+$84.1K	0.2%	141
2025 Q2	$712K	Buy	14,391 +6,172	+75%	+$286K	0.18%	147
2025 Q1	$372K	Buy	+8,219	New	+$370K	0.11%	204
2024 Q1	–	Sell	-5,804	Closed	-$271K	–	279
2023 Q4	$271K	Sell	5,804 -1,427	-20%	-$56.6K	0.13%	202
2023 Q3	$316K	Buy	7,231 +73	+1%	+$2.98K	0.17%	157
2023 Q2	$323K	Buy	7,158 +12	+0.2%	+$484	0.19%	156
2023 Q1	$321K	Sell	7,146 -1,745	-20%	-$71.1K	0.2%	143
2022 Q4	$379K	Sell	8,891 -1,162	-12%	-$44.3K	0.27%	114
2022 Q3	$399K	Sell	10,053 -934	-9%	-$37.9K	0.28%	114
2022 Q2	$458K	Sell	10,987 -1,561	-12%	-$67.4K	0.26%	126
2022 Q1	$579K	Buy	12,548 +1,262	+11%	+$60.7K	0.28%	112
2021 Q4	$558K	Buy	11,286 +1,010	+10%	+$50.9K	0.26%	117
2021 Q3	$514K	Buy	10,276 +585	+6%	+$30.2K	0.27%	118
2021 Q2	$526K	Sell	9,691 -95	-1%	-$5.06K	0.28%	118
2021 Q1	$509K	Buy	9,786 +4,501	+85%	+$240K	0.29%	115
2020 Q4	$264K	Buy	+5,285	New	+$248K	0.17%	158

Other funds holding VWO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Beacon Financial Advisory's VWO Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.8% in Q1 2026, buying an estimated $47.4K and bringing the position to 18,448 shares worth $997K. The position accounts for 0.23% of the portfolio, ranked #115.

Beacon Financial Advisory first reported a position in VWO in Q4 2020 and has held it in 18 quarters since. 2,539 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Beacon Financial Advisory held 18,448 shares of Vanguard FTSE Emerging Markets ETF worth $997K as of Q1 2026.
Beacon Financial Advisory bought 847 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $47.4K.
Vanguard FTSE Emerging Markets ETF made up 0.23% of Beacon Financial Advisory's portfolio in Q1 2026, its #115 holding.
Beacon Financial Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 18 quarters since.
2,539 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.