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Cassady Wealth & Retirement Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cassady Wealth & Retirement 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 		$868K Sell
14,544
-412
-3% -$24.2K 0.4% 50
2026
Q1 		$881K Sell
14,956
-389
-3% -$21.8K 0.46% 51
2025
Q4 		$825K Buy
+15,345
New +$834K 0.54% 49

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Cassady Wealth & Retirement Planning's VWO Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.8% in Q2 2026, selling an estimated $24.2K and leaving 14,544 shares worth $868K. The position accounts for 0.4% of the portfolio, ranked #50.

Cassady Wealth & Retirement Planning first reported a position in VWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $881K in Q1 2026. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 14,544 shares of Vanguard FTSE Emerging Markets ETF worth $868K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 412 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $24.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.4% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #50 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's Vanguard FTSE Emerging Markets ETF position peaked at $881K in Q1 2026.
  • 2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.