BFS
VWO icon

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

Beacon Financial Strategies’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 		$3.52K Hold
59
– – ﹤0.01% 186
2026
Q1 		$3.19K Hold
59
– – ﹤0.01% 158
2025
Q4 		$3.17K Buy
+59
New +$3.21K ﹤0.01% 164

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Beacon Financial Strategies held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 59 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Beacon Financial Strategies first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Beacon Financial Strategies held 59 shares of Vanguard FTSE Emerging Markets ETF worth $3.52K as of Q2 2026.
  • Beacon Financial Strategies left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #186 holding.
  • Beacon Financial Strategies first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.