Carter Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Carter Financial Group’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	$2.97M	Buy	49,782 +492	+1%	+$28.9K	1.54%	15
2026 Q1	$2.66M	Sell	49,290 -2,654	-5%	-$149K	1.65%	14
2025 Q4	$2.79M	Buy	51,944 +1,258	+2%	+$68.3K	1.66%	15
2025 Q3	$2.75M	Buy	50,686 +2,666	+6%	+$137K	1.66%	15
2025 Q2	$2.38M	Buy	+48,020	New	+$2.23M	1.55%	14
2022 Q1	$1.61M	Buy	+34,820	New	+$1.68M	2.15%	8

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Carter Financial Group's VWO Position: Q2 2026 in Review

Carter Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1% in Q2 2026, buying an estimated $28.9K and bringing the position to 49,782 shares worth $2.97M. The position accounts for 1.54% of the portfolio, ranked #15.

Carter Financial Group first reported a position in VWO in Q1 2022 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Carter Financial Group held 49,782 shares of Vanguard FTSE Emerging Markets ETF worth $2.97M as of Q2 2026.
Carter Financial Group bought 492 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $28.9K.
Vanguard FTSE Emerging Markets ETF made up 1.54% of Carter Financial Group's portfolio in Q2 2026, its #15 holding.
Carter Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 6 quarters since.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.