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

Embree 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 		$219K Buy
+3,666
New +$215K 0.02% 266
2024
Q4 		– Sell
-4,305
Closed -$206K – 210
2024
Q3 		$206K Sell
4,305
-661
-13% -$29.4K 0.04% 187
2024
Q2 		$217K Sell
4,966
-597
-11% -$25.7K 0.04% 171
2024
Q1 		$232K Buy
5,563
+617
+12% +$25.2K 0.05% 174
2023
Q4 		$203K Buy
+4,946
New +$196K 0.04% 171

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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

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

Embree Financial Group opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2026: 3,666 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: Embree Financial Group previously reported a position in VWO as recently as Q3 2024.

Embree Financial Group first reported a position in VWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $232K in Q1 2024. 527 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Embree Financial Group held 3,666 shares of Vanguard FTSE Emerging Markets ETF worth $219K as of Q2 2026.
  • Vanguard FTSE Emerging Markets ETF was a new Embree Financial Group position in Q2 2026.
  • Vanguard FTSE Emerging Markets ETF made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #266 holding.
  • Embree Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • Embree Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $232K in Q1 2024.
  • 527 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.