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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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. 2,607 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.
  • 2,607 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.