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

Capital Planning’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 Q3	$413K	Hold	6,955	–	–	0.11%	65
2026 Q2	$415K	Hold	6,955	–	–	0.12%	61
2026 Q1	$376K	Sell	6,955 -716	-9%	-$40.1K	0.12%	62
2025 Q4	$421K	Buy	7,671 +998	+15%	+$54.2K	0.12%	63
2025 Q3	$362K	Buy	6,673 +2,106	+46%	+$109K	0.11%	62
2025 Q2	$226K	Hold	4,567	–	–	0.07%	76
2025 Q1	$207K	Sell	4,567 -1,704	-27%	-$76.7K	0.06%	92
2024 Q4	$276K	Hold	6,271	–	–	0.07%	79
2024 Q3	$300K	Hold	6,271	–	–	0.08%	73
2024 Q2	$274K	Sell	6,271 -95	-1%	-$4.09K	0.08%	70
2024 Q1	$266K	Buy	6,366 +1,143	+22%	+$46.6K	0.09%	72
2023 Q4	$215K	Sell	5,223 -1,612	-24%	-$63.9K	0.08%	73
2023 Q3	$268K	Hold	6,835	–	–	0.11%	66
2023 Q2	$278K	Buy	6,835 +119	+2%	+$4.8K	0.11%	65
2023 Q1	$271K	Hold	6,716	–	–	0.11%	66
2022 Q4	$262K	Hold	6,716	–	–	0.12%	70
2022 Q3	$245K	Buy	6,716 +1,767	+36%	+$71.7K	0.14%	56
2022 Q2	$206K	Buy	+4,949	New	+$214K	0.11%	60

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Capital Planning's VWO Position: Q3 2026 in Review

Capital Planning held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2026 at 6,955 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #65.

Capital Planning first reported a position in VWO in Q2 2022 and has held it in 18 quarters since. The position peaked at $421K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Capital Planning held 6,955 shares of Vanguard FTSE Emerging Markets ETF worth $413K as of Q3 2026.
Capital Planning left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2026.
Vanguard FTSE Emerging Markets ETF made up 0.11% of Capital Planning's portfolio in Q3 2026, its #65 holding.
Capital Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 18 quarters since.
Capital Planning's Vanguard FTSE Emerging Markets ETF position peaked at $421K in Q4 2025.
1,190 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.