Cascade Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cascade Financial 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
2026 Q2	$2.76M	Buy	46,199 +1,735	+4%	+$102K	0.24%	73
2026 Q1	$2.4M	Buy	44,464 +7,287	+20%	+$408K	0.25%	71
2025 Q4	$2M	Sell	37,177 -1,105	-3%	-$60K	0.2%	80
2025 Q3	$2.07M	Sell	38,282 -525	-1%	-$27.1K	0.24%	79
2025 Q2	$1.92M	Buy	38,807 +292	+0.8%	+$13.5K	0.23%	83
2025 Q1	$1.74M	Buy	38,515 +312	+0.8%	+$14K	0.22%	80
2024 Q4	$1.68M	Sell	38,203 -5,916	-13%	-$275K	0.22%	71
2024 Q3	$2.09M	Sell	44,119 -386	-0.9%	-$17.2K	0.26%	62
2024 Q2	$1.95M	Sell	44,505 -582	-1%	-$25.1K	0.26%	62
2024 Q1	$1.88M	Buy	+45,087	New	+$1.84M	0.27%	62

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Cascade Financial Partners's VWO Position: Q2 2026 in Review

Cascade Financial Partners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.9% in Q2 2026, buying an estimated $102K and bringing the position to 46,199 shares worth $2.76M. The position accounts for 0.24% of the portfolio, ranked #73.

Cascade Financial Partners first reported a position in VWO in Q1 2024 and has held it in 10 quarters since. 2,616 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Cascade Financial Partners held 46,199 shares of Vanguard FTSE Emerging Markets ETF worth $2.76M as of Q2 2026.
Cascade Financial Partners bought 1,735 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $102K.
Vanguard FTSE Emerging Markets ETF made up 0.24% of Cascade Financial Partners's portfolio in Q2 2026, its #73 holding.
Cascade Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
2,616 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.