CP
VWO icon

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
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

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Capital Planning's VWO Position: Q2 2026 in Review

Capital Planning held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 6,955 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #61.

Capital Planning first reported a position in VWO in Q2 2022 and has held it in 17 quarters since. The position peaked at $421K in Q4 2025. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Capital Planning held 6,955 shares of Vanguard FTSE Emerging Markets ETF worth $415K as of Q2 2026.
  • Capital Planning left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.12% of Capital Planning's portfolio in Q2 2026, its #61 holding.
  • Capital Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • Capital Planning's Vanguard FTSE Emerging Markets ETF position peaked at $421K in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.