CFP
VWO icon

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

Cypress Financial Planning’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 		$11.6M Buy
194,151
+3,345
+2% +$197K 2.81% 11
2026
Q1 		$10.3M Buy
190,806
+2,917
+2% +$163K 2.84% 10
2025
Q4 		$10.1M Buy
187,889
+7,901
+4% +$429K 2.79% 10
2025
Q3 		$9.75M Sell
179,988
-1,225
-0.7% -$63.1K 2.97% 10
2025
Q2 		$8.96M Buy
181,213
+2,530
+1% +$117K 2.92% 10
2025
Q1 		$8.09M Buy
178,683
+1,177
+0.7% +$53K 2.89% 10
2024
Q4 		$7.82M Buy
177,506
+3,705
+2% +$172K 2.87% 11
2024
Q3 		$8.32M Buy
173,801
+7,099
+4% +$316K 3.07% 10
2024
Q2 		$7.29M Buy
166,702
+5,218
+3% +$225K 3.02% 11
2024
Q1 		$6.75M Buy
161,484
+74,820
+86% +$3.05M 3.09% 11
2023
Q4 		$3.5M Sell
86,664
-66,964
-44% -$2.66M 3.18% 10
2023
Q3 		$6.02M Sell
153,628
-2,950
-2% -$120K 3.44% 8
2023
Q2 		$6.43M Buy
156,578
+3,330
+2% +$134K 3.64% 8
2023
Q1 		$6.22M Buy
153,248
+12,926
+9% +$527K 3.79% 8
2022
Q4 		$5.53M Buy
140,322
+3,307
+2% +$126K 3.69% 8
2022
Q3 		$5M Buy
137,015
+3,090
+2% +$125K 3.55% 8
2022
Q2 		$5.58M Buy
+133,925
New +$5.78M 3.82% 8

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AC
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Cypress Financial Planning's VWO Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.8% in Q2 2026, buying an estimated $197K and bringing the position to 194,151 shares worth $11.6M. The position accounts for 2.81% of the portfolio, ranked #11.

Cypress Financial Planning first reported a position in VWO in Q2 2022 and has held it in 17 quarters since. 527 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Cypress Financial Planning held 194,151 shares of Vanguard FTSE Emerging Markets ETF worth $11.6M as of Q2 2026.
  • Cypress Financial Planning bought 3,345 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $197K.
  • Vanguard FTSE Emerging Markets ETF made up 2.81% of Cypress Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Cypress Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 527 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.