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

Econ Financial Services’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 Q4	–	Sell	-8,563	Closed	-$464K	–	107
2025 Q3	$464K	Sell	8,563 -104,476	-92%	-$5.38M	0.23%	69
2025 Q2	$5.59M	Sell	113,039 -1,283	-1%	-$59.5K	2.88%	7
2025 Q1	$5.17M	Buy	114,322 +31,599	+38%	+$1.42M	2.76%	10
2024 Q4	$3.64M	Buy	+82,723	New	+$3.84M	2.09%	11
2023 Q3	–	Sell	-53,766	Closed	-$2.19M	–	109
2023 Q2	$2.19M	Buy	53,766 +1,621	+3%	+$65.4K	1.55%	23
2023 Q1	$2.11M	Buy	+52,145	New	+$2.12M	1.6%	25
2022 Q1	–	Sell	-77,739	Closed	-$3.85M	–	204
2021 Q4	$3.85M	Buy	+77,739	New	+$3.92M	2.84%	9

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Econ Financial Services's VWO Position: Q4 2025 in Review

Econ Financial Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2025, closing a stake of 8,563 shares — an estimated $464K sold.

Econ Financial Services first reported a position in VWO in Q4 2021 and held it in 7 quarters. The position peaked at $5.59M in Q2 2025. 2,495 funds tracked by Wall St. Rank hold VWO as of Q4 2025.

Econ Financial Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Econ Financial Services sold 8,563 Vanguard FTSE Emerging Markets ETF shares in Q4 2025, an estimated $464K.
Econ Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
Econ Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $5.59M in Q2 2025.
2,495 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.