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

Claris Financial’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 		– Sell
-5,643
Closed -$303K – 192
2025
Q4 		$303K Sell
5,643
-623
-10% -$33.8K 0.16% 129
2025
Q3 		$340K Sell
6,266
-309
-5% -$15.9K 0.19% 108
2025
Q2 		$325K Buy
6,575
+8
+0.1% +$371 0.25% 98
2025
Q1 		$289K Hold
6,567
– – 0.19% 116
2024
Q4 		$289K Buy
+6,567
New +$305K 0.19% 116

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claris Financial's VWO Position: Q1 2026 in Review

Claris Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2026, closing a stake of 5,643 shares — an estimated $303K sold.

Claris Financial first reported a position in VWO in Q4 2024 and held it in 5 quarters. The position peaked at $340K in Q3 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Claris Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Claris Financial sold 5,643 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $303K.
  • Claris Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and held it in 5 quarters.
  • Claris Financial's Vanguard FTSE Emerging Markets ETF position peaked at $340K in Q3 2025.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.