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Capasso Planning Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capasso Planning Partners’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
2025
Q3 		– Sell
-4,817
Closed -$238K – 87
2025
Q2 		$238K Sell
4,817
-454
-9% -$21.1K 0.13% 75
2025
Q1 		$239K Sell
5,271
-2,347
-31% -$106K 0.1% 91
2024
Q4 		$335K Sell
7,618
-30,290
-80% -$1.41M 0.13% 85
2024
Q3 		$1.81M Buy
37,908
+1,003
+3% +$44.7K 0.54% 38
2024
Q2 		$1.61M Sell
36,905
-6,046
-14% -$260K 0.52% 44
2024
Q1 		$1.79M Buy
42,951
+462
+1% +$18.9K 0.74% 27
2023
Q4 		$1.75M Sell
42,489
-8,598
-17% -$341K 0.82% 25
2023
Q3 		$2M Sell
51,087
-928
-2% -$37.9K 1.07% 22
2023
Q2 		$2.12M Sell
52,015
-403
-0.8% -$16.2K 1.14% 20
2023
Q1 		$2.12M Sell
52,418
-337
-0.6% -$13.7K 1.24% 20
2022
Q4 		$2.06M Buy
52,755
+10,536
+25% +$402K 1.31% 20
2022
Q3 		$1.54M Buy
42,219
+4,793
+13% +$195K 1.08% 24
2022
Q2 		$1.56M Buy
37,426
+4,101
+12% +$177K 1.11% 22
2022
Q1 		$1.54M Buy
33,325
+1,476
+5% +$71K 1.08% 22
2021
Q4 		$1.57M Buy
+31,849
New +$1.61M 1.15% 21

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capasso Planning Partners's VWO Position: Q3 2025 in Review

Capasso Planning Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2025, closing a stake of 4,817 shares — an estimated $238K sold.

Capasso Planning Partners first reported a position in VWO in Q4 2021 and held it in 15 quarters. The position peaked at $2.12M in Q1 2023. 2,301 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Capasso Planning Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 4,817 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $238K.
  • Capasso Planning Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 15 quarters.
  • Capasso Planning Partners's Vanguard FTSE Emerging Markets ETF position peaked at $2.12M in Q1 2023.
  • 2,301 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.