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

Define Financial’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 Q3	$13.8M	Buy	232,542 +16,739	+8%	+$999K	5.74%	8
2026 Q2	$12.9M	Buy	215,803 +6,902	+3%	+$406K	5.91%	8
2026 Q1	$11.3M	Buy	208,901 +4,638	+2%	+$260K	6.13%	8
2025 Q4	$11M	Buy	204,263 +4,425	+2%	+$240K	6.22%	8
2025 Q3	$10.8M	Buy	199,838 +4,003	+2%	+$206K	6.5%	8
2025 Q2	$9.7M	Buy	195,835 +437	+0.2%	+$20.3K	6.38%	8
2025 Q1	$8.42M	Buy	195,398 +13,956	+8%	+$628K	6.42%	7
2024 Q4	$7.99M	Buy	+181,442	New	+$8.43M	6.03%	7

Other funds holding VWO

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Define Financial's VWO Position: Q3 2026 in Review

Define Financial increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.8% in Q3 2026, buying an estimated $999K and bringing the position to 232,542 shares worth $13.8M. The position accounts for 5.74% of the portfolio, ranked #8.

Define Financial first reported a position in VWO in Q4 2024 and has held it in 8 quarters since. 1,499 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Define Financial held 232,542 shares of Vanguard FTSE Emerging Markets ETF worth $13.8M as of Q3 2026.
Define Financial bought 16,739 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $999K.
Vanguard FTSE Emerging Markets ETF made up 5.74% of Define Financial's portfolio in Q3 2026, its #8 holding.
Define Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
1,499 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.