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Compass Planning Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-1,415
Closed -$70K – 118
2025
Q2 		$70K Buy
1,415
+3
+0.2% +$139 0.06% 50
2025
Q1 		$63.9K Hold
1,412
– – 0.06% 51
2024
Q4 		$62.2K Buy
+1,412
New +$65.6K 0.06% 54

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Compass Planning Associates's VWO Position: Q3 2025 in Review

Compass Planning Associates sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2025, closing a stake of 1,415 shares — an estimated $70K sold.

Compass Planning Associates first reported a position in VWO in Q4 2024 and held it in 3 quarters. The position peaked at $70K in Q2 2025. 2,301 funds tracked by Wall St. Rank hold VWO as of Q3 2025.

  • Compass Planning Associates reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 1,415 Vanguard FTSE Emerging Markets ETF shares in Q3 2025, an estimated $70K.
  • Compass Planning Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Vanguard FTSE Emerging Markets ETF position peaked at $70K in Q2 2025.
  • 2,301 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.