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

Ehrlich Financial Group’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 		$233K Hold
3,901
– – 0.12% 111
2026
Q1 		$211K Hold
3,901
– – 0.12% 112
2025
Q4 		$210K Buy
3,901
+21
+0.5% +$1.14K 0.12% 106
2025
Q3 		$210K Buy
+3,880
New +$200K 0.12% 106

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Ehrlich Financial Group's VWO Position: Q2 2026 in Review

Ehrlich Financial Group held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2026 at 3,901 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #111.

Ehrlich Financial Group first reported a position in VWO in Q3 2025 and has held it in 4 quarters since. 938 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Ehrlich Financial Group held 3,901 shares of Vanguard FTSE Emerging Markets ETF worth $233K as of Q2 2026.
  • Ehrlich Financial Group left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.12% of Ehrlich Financial Group's portfolio in Q2 2026, its #111 holding.
  • Ehrlich Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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