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

Catalyst 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	$1.84M	Sell	30,865 -920	-3%	-$54.1K	0.18%	69
2026 Q1	$1.72M	Buy	31,785 +1,465	+5%	+$82.1K	0.2%	59
2025 Q4	$1.63M	Buy	30,320 +1,472	+5%	+$80K	0.18%	60
2025 Q3	$1.56M	Buy	28,848 +141	+0.5%	+$7.26K	0.19%	56
2025 Q2	$1.42M	Buy	28,707 +5,440	+23%	+$252K	0.16%	55
2025 Q1	$1.05M	Buy	23,267 +2,829	+14%	+$127K	0.19%	61
2024 Q4	$900K	Buy	20,438 +228	+1%	+$10.6K	0.17%	71
2024 Q3	$967K	Sell	20,210 -750	-4%	-$33.4K	0.19%	74
2024 Q2	$917K	Buy	20,960 +294	+1%	+$12.7K	0.2%	66
2024 Q1	$845K	Sell	20,666 -1,680	-8%	-$68.6K	0.22%	66
2023 Q4	$918K	Buy	22,346 +1,359	+6%	+$53.9K	0.26%	50
2023 Q3	$823K	Sell	20,987 -203	-1%	-$8.29K	0.27%	53
2023 Q2	$862K	Buy	21,190 +5,913	+39%	+$238K	0.31%	47
2023 Q1	$617K	Sell	15,277 -22,078	-59%	-$900K	0.26%	62
2022 Q4	$1.46M	Buy	+37,355	New	+$1.42M	0.75%	24

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

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

Catalyst Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.9% in Q2 2026, selling an estimated $54.1K and leaving 30,865 shares worth $1.84M. The position accounts for 0.18% of the portfolio, ranked #69.

Catalyst Financial Partners first reported a position in VWO in Q4 2022 and has held it in 15 quarters since. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Catalyst Financial Partners held 30,865 shares of Vanguard FTSE Emerging Markets ETF worth $1.84M as of Q2 2026.
Catalyst Financial Partners sold 920 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $54.1K.
Vanguard FTSE Emerging Markets ETF made up 0.18% of Catalyst Financial Partners's portfolio in Q2 2026, its #69 holding.
Catalyst Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.