Compass Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Compass 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	$2.12M	Sell	35,524 -128	-0.4%	-$7.52K	0.5%	29
2026 Q1	$1.93M	Buy	35,652 +1,738	+5%	+$97.4K	0.52%	28
2025 Q4	$1.82M	Buy	33,914 +232	+0.7%	+$12.6K	0.49%	33
2025 Q3	$1.82M	Buy	33,682 +1,524	+5%	+$78.5K	0.51%	33
2025 Q2	$1.59M	Sell	32,158 -1,692	-5%	-$78.5K	0.5%	30
2025 Q1	$1.53M	Buy	33,850 +3,162	+10%	+$142K	0.53%	28
2024 Q4	$1.35M	Sell	30,688 -4,986	-14%	-$232K	0.48%	29
2024 Q3	$1.71M	Sell	35,674 -2,321	-6%	-$103K	0.66%	27
2024 Q2	$1.66M	Buy	37,995 +468	+1%	+$20.2K	0.74%	25
2024 Q1	$1.57M	Sell	37,527 -2,130	-5%	-$86.9K	0.69%	25
2023 Q4	$1.63M	Buy	39,657 +17,375	+78%	+$689K	0.78%	25
2023 Q3	$874K	Sell	22,282 -1,586	-7%	-$64.7K	0.46%	39
2023 Q2	$971K	Buy	23,868 +1,337	+6%	+$53.9K	0.51%	33
2023 Q1	$910K	Sell	22,531 -3	-0%	-$122	0.53%	32
2022 Q4	$945K	Buy	22,534 +4,614	+26%	+$176K	0.54%	37
2022 Q3	$654K	Buy	17,920 +8,826	+97%	+$358K	0.37%	40
2022 Q2	$379K	Sell	9,094 -1,092	-11%	-$47.1K	0.21%	49
2022 Q1	$470K	Buy	10,186 +2,630	+35%	+$127K	0.24%	45
2021 Q4	$374K	Buy	+7,556	New	+$381K	0.2%	48

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

Compass Advisory Group's VWO Position: Q2 2026 in Review

Compass Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.36% in Q2 2026, selling an estimated $7.52K and leaving 35,524 shares worth $2.12M. The position accounts for 0.5% of the portfolio, ranked #29.

Compass Advisory Group first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Compass Advisory Group held 35,524 shares of Vanguard FTSE Emerging Markets ETF worth $2.12M as of Q2 2026.
Compass Advisory Group sold 128 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $7.52K.
Vanguard FTSE Emerging Markets ETF made up 0.5% of Compass Advisory Group's portfolio in Q2 2026, its #29 holding.
Compass Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Compass Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.