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

Cassilly 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
Q3 		$3.89M Buy
65,603
+3,122
+5% +$186K 2.61% 9
2026
Q2 		$3.73M Buy
62,481
+2,942
+5% +$173K 2.71% 10
2026
Q1 		$3.22M Buy
59,539
+879
+1% +$49.2K 2.79% 9
2025
Q4 		$3.15M Buy
+58,660
New +$3.19M 2.79% 9

Other funds holding VWO

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Cassilly Financial Group's VWO Position: Q3 2026 in Review

Cassilly Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5% in Q3 2026, buying an estimated $186K and bringing the position to 65,603 shares worth $3.89M. The position accounts for 2.61% of the portfolio, ranked #9.

Cassilly Financial Group first reported a position in VWO in Q4 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Cassilly Financial Group held 65,603 shares of Vanguard FTSE Emerging Markets ETF worth $3.89M as of Q3 2026.
  • Cassilly Financial Group bought 3,122 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $186K.
  • Vanguard FTSE Emerging Markets ETF made up 2.61% of Cassilly Financial Group's portfolio in Q3 2026, its #9 holding.
  • Cassilly Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.