BFG
VWO icon

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

Beacon Financial Group’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 		$12.8M Sell
214,183
-81,416
-28% -$4.78M 1.16% 19
2026
Q1 		$16M Sell
295,599
-87,317
-23% -$4.89M 1.59% 13
2025
Q4 		$20.6M Buy
382,916
+96,544
+34% +$5.24M 2.05% 11
2025
Q3 		$15.5M Buy
286,372
+59,579
+26% +$3.07M 1.53% 16
2025
Q2 		$11.2M Buy
226,793
+105,267
+87% +$4.88M 1.17% 18
2025
Q1 		$5.5M Buy
121,526
+45,671
+60% +$2.06M 0.6% 46
2024
Q4 		$3.34M Buy
75,855
+7,977
+12% +$371K 0.36% 73
2024
Q3 		$3.25M Sell
67,878
-3,075
-4% -$137K 0.35% 75
2024
Q2 		$3.1M Buy
70,953
+59,779
+535% +$2.58M 0.35% 73
2024
Q1 		$467K Sell
11,174
-398
-3% -$16.2K 0.05% 224
2023
Q4 		$476K Sell
11,572
-12,038
-51% -$477K 0.06% 218
2023
Q3 		$954K Sell
23,610
-377
-2% -$15.4K 0.14% 141
2023
Q2 		$967K Buy
23,987
+377
+2% +$15.2K 0.13% 134
2023
Q1 		$954K Sell
23,610
-355
-1% -$14.5K 0.13% 137
2022
Q4 		$944K Sell
23,965
-55
-0.2% -$2.1K 0.13% 141
2022
Q3 		$878K Buy
24,020
+95
+0.4% +$3.86K 0.14% 143
2022
Q2 		$1M Sell
23,925
-369
-2% -$15.9K 0.15% 141
2022
Q1 		$1.13M Buy
24,294
+1,402
+6% +$67.4K 0.15% 137
2021
Q4 		$1.14M Buy
22,892
+31
+0.1% +$1.56K 0.15% 138
2021
Q3 		$1.14M Buy
22,861
+139
+0.6% +$7.18K 0.15% 126
2021
Q2 		$1.19M Sell
22,722
-889
-4% -$47.4K 0.17% 126
2021
Q1 		$1.26M Hold
23,611
– – 0.2% 114
2020
Q4 		$1.26M Buy
23,611
+438
+2% +$20.6K 0.2% 116
2020
Q3 		$1M Buy
23,173
+1,638
+8% +$71.2K 0.18% 117
2020
Q2 		$857K Sell
21,535
-2,111
-9% -$78.2K 0.17% 121
2020
Q1 		$790K Buy
23,646
+6,692
+39% +$273K 0.17% 117
2019
Q4 		$754K Buy
16,954
+6,799
+67% +$288K 0.09% 132
2019
Q3 		$408K Buy
10,155
+470
+5% +$19.4K 0.07% 153
2019
Q2 		$412K Buy
+9,685
New +$407K 0.07% 153
2014
Q1 		– Sell
-6,629
Closed -$271K – 193
2013
Q4 		$271K Buy
+6,629
New +$273K 0.05% 162

Other funds holding VWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Beacon Financial Group's VWO Position: Q2 2026 in Review

Beacon Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 28% in Q2 2026, selling an estimated $4.78M and leaving 214,183 shares worth $12.8M. The position accounts for 1.16% of the portfolio, ranked #19.

Beacon Financial Group first reported a position in VWO in Q4 2013 and has held it in 30 quarters since. The position peaked at $20.6M in Q4 2025. 1,425 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Beacon Financial Group held 214,183 shares of Vanguard FTSE Emerging Markets ETF worth $12.8M as of Q2 2026.
  • Beacon Financial Group sold 81,416 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $4.78M.
  • Vanguard FTSE Emerging Markets ETF made up 1.16% of Beacon Financial Group's portfolio in Q2 2026, its #19 holding.
  • Beacon Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 30 quarters since.
  • Beacon Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $20.6M in Q4 2025.
  • 1,425 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.