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Cassady Wealth & Retirement Planning’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Cassady Wealth & Retirement Planning’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$518K Buy
7,700
+395
+5% +$26.4K 0.24% 66
2026
Q1 		$489K Sell
7,305
-283
-4% -$19K 0.25% 66
2025
Q4 		$512K Buy
+7,588
New +$512K 0.33% 63

Other funds holding VWOB

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cassady Wealth & Retirement Planning increased its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 5.4% in Q2 2026, buying an estimated $26.4K and bringing the position to 7,700 shares worth $518K. The position accounts for 0.24% of the portfolio, ranked #66.

Cassady Wealth & Retirement Planning first reported a position in VWOB in Q4 2025 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold VWOB as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 7,700 shares of Vanguard Emerging Markets Government Bond ETF worth $518K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 395 Vanguard Emerging Markets Government Bond ETF shares in Q2 2026, an estimated $26.4K.
  • Vanguard Emerging Markets Government Bond ETF made up 0.24% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #66 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2026.

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