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Beacon Financial Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Beacon Financial Group’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 		– Sell
-3,577
Closed -$241K – 366
2025
Q4 		$241K Sell
3,577
-1,286
-26% -$86.8K 0.02% 313
2025
Q3 		$325K Buy
+4,863
New +$321K 0.03% 286

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Royal Bank of Canada
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Envestnet Asset Management
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Wealthfront Advisers
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Morgan Stanley
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Creative Planning
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Beacon Financial Group's VWOB Position: Q1 2026 in Review

Beacon Financial Group sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2026, closing a stake of 3,577 shares — an estimated $241K sold.

Beacon Financial Group first reported a position in VWOB in Q3 2025 and held it in 2 quarters. The position peaked at $325K in Q3 2025. 455 funds tracked by Wall St. Rank hold VWOB as of Q1 2026.

  • Beacon Financial Group reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Group sold 3,577 Vanguard Emerging Markets Government Bond ETF shares in Q1 2026, an estimated $241K.
  • Beacon Financial Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2025 and held it in 2 quarters.
  • Beacon Financial Group's Vanguard Emerging Markets Government Bond ETF position peaked at $325K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2026.

Based on Beacon Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.