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

EnRich Financial Partners’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	$415K	Sell	6,957 -734	-10%	-$43.1K	0.1%	45
2026 Q1	$416K	Sell	7,691 -36	-0.5%	-$2.02K	0.11%	42
2025 Q4	$415K	Sell	7,727 -372	-5%	-$20.2K	0.11%	42
2025 Q3	$439K	Sell	8,099 -28	-0.3%	-$1.44K	0.12%	41
2025 Q2	$402K	Sell	8,127 -17	-0.2%	-$788	0.12%	42
2025 Q1	$369K	Buy	8,144 +13	+0.2%	+$585	0.12%	39
2024 Q4	$358K	Buy	8,131 +600	+8%	+$27.9K	0.12%	38
2024 Q3	$360K	Buy	7,531 +448	+6%	+$19.9K	0.12%	37
2024 Q2	$310K	Buy	7,083 +89	+1%	+$3.83K	0.11%	39
2024 Q1	$292K	Buy	6,994 +131	+2%	+$5.35K	0.11%	37
2023 Q4	$282K	Buy	+6,863	New	+$272K	0.12%	39

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

EnRich Financial Partners's VWO Position: Q2 2026 in Review

EnRich Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.5% in Q2 2026, selling an estimated $43.1K and leaving 6,957 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #45.

EnRich Financial Partners first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $439K in Q3 2025. 2,594 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

EnRich Financial Partners held 6,957 shares of Vanguard FTSE Emerging Markets ETF worth $415K as of Q2 2026.
EnRich Financial Partners sold 734 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $43.1K.
Vanguard FTSE Emerging Markets ETF made up 0.1% of EnRich Financial Partners's portfolio in Q2 2026, its #45 holding.
EnRich Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
EnRich Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $439K in Q3 2025.
2,594 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.