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 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 $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cascade Financial Partners's VWO Position: Q1 2026 in Review

Cascade Financial Partners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q1 2026, buying an estimated $408K and bringing the position to 44,464 shares worth $2.4M. The position accounts for 0.25% of the portfolio, ranked #71.

Cascade Financial Partners first reported a position in VWO in Q1 2024 and has held it in 9 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Cascade Financial Partners held 44,464 shares of Vanguard FTSE Emerging Markets ETF worth $2.4M as of Q1 2026.
Cascade Financial Partners bought 7,287 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $408K.
Vanguard FTSE Emerging Markets ETF made up 0.25% of Cascade Financial Partners's portfolio in Q1 2026, its #71 holding.
Cascade Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.