Client 1st Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Client 1st Advisory 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 Q2	$568K	Hold	9,517	–	–	0.15%	76
2026 Q1	$514K	Hold	9,517	–	–	0.16%	72
2025 Q4	$512K	Buy	9,517 +1,498	+19%	+$81.4K	0.16%	71
2025 Q3	$434K	Hold	8,019	–	–	0.14%	75
2025 Q2	$397K	Hold	8,019	–	–	0.14%	77
2025 Q1	$363K	Hold	8,019	–	–	0.14%	79
2024 Q4	$353K	Buy	8,019 +3,749	+88%	+$174K	0.14%	83
2024 Q3	$204K	Buy	+4,270	New	+$190K	0.08%	123
2023 Q3	–	Sell	-5,090	Closed	-$207K	–	105
2023 Q2	$207K	Hold	5,090	–	–	0.11%	95
2023 Q1	$206K	Buy	+5,090	New	+$207K	0.11%	90
2022 Q3	–	Sell	-5,090	Closed	-$212K	–	82
2022 Q2	$212K	Sell	5,090 -14	-0.3%	-$604	0.13%	70
2022 Q1	$235K	Hold	5,104	–	–	0.11%	72
2021 Q4	$252K	Buy	5,104 +334	+7%	+$16.8K	0.12%	67
2021 Q3	$239K	Buy	4,770 +486	+11%	+$25.1K	0.12%	68
2021 Q2	$233K	Hold	4,284	–	–	0.12%	68
2021 Q1	$223K	Hold	4,284	–	–	0.13%	61
2020 Q4	$225K	Hold	4,284	–	–	0.15%	56
2020 Q3	$201K	Buy	+4,284	New	+$186K	0.14%	56

Other funds holding VWO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Client 1st Advisory Group's VWO Position: Q2 2026 in Review

Client 1st Advisory Group held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 9,517 shares worth $568K. The position accounts for 0.15% of the portfolio, ranked #76.

Client 1st Advisory Group first reported a position in VWO in Q3 2020 and has held it in 18 quarters since. 640 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Client 1st Advisory Group held 9,517 shares of Vanguard FTSE Emerging Markets ETF worth $568K as of Q2 2026.
Client 1st Advisory Group left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Emerging Markets ETF made up 0.15% of Client 1st Advisory Group's portfolio in Q2 2026, its #76 holding.
Client 1st Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and has held it in 18 quarters since.
640 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.